Loomis, Sayles & Company
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Loomis, Sayles & Company’s IDEX IEX Stock Holding History

Loomis, Sayles & Company’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.2K Buy
217
+85
+64% +$18K ﹤0.01% 622
2026
Q1 		$25K Sell
132
-52
-28% -$10.3K ﹤0.01% 668
2025
Q4 		$32.7K Sell
184
-8
-4% -$1.37K ﹤0.01% 644
2025
Q3 		$31.3K Buy
192
+3
+2% +$507 ﹤0.01% 661
2025
Q2 		$33.2K Buy
+189
New +$33.5K ﹤0.01% 656
2024
Q1 		– Sell
-106
Closed -$23K – 829
2023
Q4 		$23K Buy
+106
New +$21.4K ﹤0.01% 674
2022
Q3 		– Sell
-25
Closed -$5K – 997
2022
Q2 		$5K Buy
+25
New +$4.71K ﹤0.01% 723
2021
Q4 		– Sell
-57
Closed -$12K – 834
2021
Q3 		$12K Buy
+57
New +$12.7K ﹤0.01% 768
2021
Q1 		– Sell
-7
Closed -$1K – 860
2020
Q4 		$1K Sell
7
-46,013
-100% -$8.75M ﹤0.01% 789
2020
Q3 		$8.39M Buy
46,020
+3,429
+8% +$594K 0.01% 352
2020
Q2 		$6.73M Buy
+42,591
New +$6.51M 0.01% 375

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Loomis, Sayles & Company's IEX Position: Q2 2026 in Review

Loomis, Sayles & Company increased its IDEX (IEX) stake by 64% in Q2 2026, buying an estimated $18K and bringing the position to 217 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Loomis, Sayles & Company first reported a position in IEX in Q2 2020 and has held it in 11 quarters since. The position peaked at $8.39M in Q3 2020. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Loomis, Sayles & Company held 217 shares of IDEX worth $49.2K as of Q2 2026.
  • Loomis, Sayles & Company bought 85 IDEX shares in Q2 2026, an estimated $18K.
  • IDEX made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #622 holding.
  • Loomis, Sayles & Company first reported a position in IDEX in Q2 2020 and has held it in 11 quarters since.
  • Loomis, Sayles & Company's IDEX position peaked at $8.39M in Q3 2020.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.