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MAI Capital Management’s IDEX IEX Stock Holding History

MAI Capital Management’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 		– Sell
-123
Closed -$23.3K – 3322
2026
Q1 		$23.3K Buy
123
+17
+16% +$3.36K ﹤0.01% 2706
2025
Q4 		$18.8K Buy
106
+51
+93% +$8.71K ﹤0.01% 2543
2025
Q3 		$8.91K Sell
55
-38
-41% -$6.42K ﹤0.01% 2788
2025
Q2 		$16.3K Buy
93
+19
+26% +$3.37K ﹤0.01% 2460
2025
Q1 		$13.3K Sell
74
-31
-30% -$6.17K ﹤0.01% 2368
2024
Q4 		$21.9K Buy
+105
New +$23K ﹤0.01% 2181
2022
Q3 		– Sell
-4,964
Closed -$902K – 991
2022
Q2 		$902K Sell
4,964
-18
-0.4% -$3.39K 0.02% 408
2022
Q1 		$955K Buy
4,982
+229
+5% +$46.5K 0.02% 408
2021
Q4 		$1.12M Buy
4,753
+96
+2% +$21.8K 0.02% 387
2021
Q3 		$964K Buy
4,657
+6
+0.1% +$1.33K 0.02% 377
2021
Q2 		$1.02M Buy
4,651
+276
+6% +$61K 0.02% 354
2021
Q1 		$916K Buy
4,375
+384
+10% +$76.1K 0.02% 356
2020
Q4 		$795K Sell
3,991
-124
-3% -$23.6K 0.02% 365
2020
Q3 		$751K Sell
4,115
-1,359
-25% -$235K 0.02% 320
2020
Q2 		$865K Sell
5,474
-185
-3% -$28.3K 0.03% 309
2020
Q1 		$782K Buy
5,659
+90
+2% +$14.1K 0.03% 293
2019
Q4 		$958K Sell
5,569
-150
-3% -$24.3K 0.03% 290
2019
Q3 		$937K Buy
5,719
+185
+3% +$30.7K 0.04% 253
2019
Q2 		$953K Buy
5,534
+210
+4% +$33K 0.04% 251
2019
Q1 		$808K Buy
+5,324
New +$753K 0.04% 241

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

MAI Capital Management's IEX Position: Q2 2026 in Review

MAI Capital Management sold out of IDEX (IEX) in Q2 2026, closing a stake of 123 shares — an estimated $23.3K sold.

MAI Capital Management first reported a position in IEX in Q1 2019 and held it in 20 quarters. The position peaked at $1.12M in Q4 2021. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • MAI Capital Management reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 123 IDEX shares in Q2 2026, an estimated $23.3K.
  • MAI Capital Management first reported a position in IDEX in Q1 2019 and held it in 20 quarters.
  • MAI Capital Management's IDEX position peaked at $1.12M in Q4 2021.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.