Medina Value Partners’s IDEX IEX Stock Holding History

Medina Value Partners’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	–	Sell	-63,251	Closed	-$11.3M	–	34
2025 Q4	$11.3M	Buy	63,251 +59,772	+1,718%	+$10.2M	2.63%	19
2025 Q3	$566K	Buy	+3,479	New	+$588K	0.13%	28

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Medina Value Partners's IEX Position: Q1 2026 in Review

Medina Value Partners sold out of IDEX (IEX) in Q1 2026, closing a stake of 63,251 shares — an estimated $11.3M sold.

Medina Value Partners first reported a position in IEX in Q3 2025 and held it in 2 quarters. The position peaked at $11.3M in Q4 2025. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Medina Value Partners reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Medina Value Partners sold 63,251 IDEX shares in Q1 2026, an estimated $11.3M.
Medina Value Partners first reported a position in IDEX in Q3 2025 and held it in 2 quarters.
Medina Value Partners's IDEX position peaked at $11.3M in Q4 2025.
677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Medina Value Partners's 13F filing for Q1 2026, filed 14 May 2026.