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Loring Wolcott & Coolidge Fiduciary Advisors’s IDEX IEX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$11.3K Hold
50
– – ﹤0.01% 519
2026
Q1 		$10.1K Buy
+50
New +$9.87K ﹤0.01% 518
2021
Q1 		– Sell
-16
Closed -$3K – 496
2020
Q4 		$3K Buy
+16
New +$3.04K ﹤0.01% 727

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IEX Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its IDEX (IEX) position steady in Q2 2026 at 50 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IEX in Q4 2020 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 50 shares of IDEX worth $11.3K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #519 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IDEX in Q4 2020 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.