Massachusetts Financial Services
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Massachusetts Financial Services’s IDEX IEX Stock Holding History

Massachusetts Financial Services’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
Q1 		$564K Sell
2,973
-20
-0.7% -$3.95K ﹤0.01% 888
2025
Q4 		$533K Buy
2,993
+46
+2% +$7.86K ﹤0.01% 870
2025
Q3 		$480K Sell
2,947
-29,452
-91% -$4.97M ﹤0.01% 831
2025
Q2 		$5.69M Buy
32,399
+8,633
+36% +$1.53M ﹤0.01% 708
2025
Q1 		$4.3M Buy
23,766
+1,967
+9% +$392K ﹤0.01% 706
2024
Q4 		$4.56M Buy
21,799
+14,209
+187% +$3.11M ﹤0.01% 701
2024
Q3 		$1.63M Sell
7,590
-17,704
-70% -$3.57M ﹤0.01% 752
2024
Q2 		$5.09M Buy
25,294
+818
+3% +$179K ﹤0.01% 684
2024
Q1 		$5.97M Sell
24,476
-13,295
-35% -$3M ﹤0.01% 657
2023
Q4 		$8.2M Sell
37,771
-569,265
-94% -$115M ﹤0.01% 633
2023
Q3 		$126M Sell
607,036
-511,408
-46% -$111M 0.04% 326
2023
Q2 		$241M Sell
1,118,444
-280,306
-20% -$58.9M 0.08% 229
2023
Q1 		$323M Buy
1,398,750
+6,057
+0.4% +$1.37M 0.11% 183
2022
Q4 		$318M Buy
1,392,693
+16,442
+1% +$3.67M 0.11% 178
2022
Q3 		$275M Buy
1,376,251
+1,459
+0.1% +$295K 0.1% 187
2022
Q2 		$250M Buy
1,374,792
+152,391
+12% +$28.7M 0.09% 212
2022
Q1 		$234M Sell
1,222,401
-120,505
-9% -$24.4M 0.07% 241
2021
Q4 		$317M Buy
1,342,906
+16,861
+1% +$3.83M 0.09% 203
2021
Q3 		$274M Sell
1,326,045
-16,989
-1% -$3.77M 0.08% 210
2021
Q2 		$296M Buy
1,343,034
+130,388
+11% +$28.8M 0.09% 202
2021
Q1 		$254M Buy
1,212,646
+65,387
+6% +$13M 0.08% 216
2020
Q4 		$229M Buy
1,147,259
+249,912
+28% +$47.5M 0.07% 229
2020
Q3 		$164M Buy
897,347
+721,220
+409% +$125M 0.06% 247
2020
Q2 		$27.8M Sell
176,127
-7,803
-4% -$1.19M 0.01% 508
2020
Q1 		$25.4M Sell
183,930
-282,020
-61% -$44.2M 0.01% 473
2019
Q4 		$80.1M Buy
465,950
+60,186
+15% +$9.74M 0.03% 363
2019
Q3 		$66.5M Buy
405,764
+81,336
+25% +$13.5M 0.03% 377
2019
Q2 		$55.8M Buy
324,428
+93,031
+40% +$14.6M 0.02% 394
2019
Q1 		$35.1M Buy
+231,397
New +$32.7M 0.01% 436

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services's IEX Position: Q1 2026 in Review

Massachusetts Financial Services reduced its IDEX (IEX) stake by 0.67% in Q1 2026, selling an estimated $3.95K and leaving 2,973 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Massachusetts Financial Services first reported a position in IEX in Q1 2019 and has held it in 29 quarters since. The position peaked at $323M in Q1 2023. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Massachusetts Financial Services held 2,973 shares of IDEX worth $564K as of Q1 2026.
  • Massachusetts Financial Services sold 20 IDEX shares in Q1 2026, an estimated $3.95K.
  • IDEX made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #888 holding.
  • Massachusetts Financial Services first reported a position in IDEX in Q1 2019 and has held it in 29 quarters since.
  • Massachusetts Financial Services's IDEX position peaked at $323M in Q1 2023.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.