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Montag & Associates’s IDEX IEX Stock Holding History

Montag & Associates’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 		$1.24M Hold
6,552
– – 0.06% 220
2025
Q4 		$1.17M Buy
6,552
+166
+3% +$28.4K 0.05% 223
2025
Q3 		$1.04M Sell
6,386
-492
-7% -$83.1K 0.05% 239
2025
Q2 		$1.21M Hold
6,878
– – 0.06% 211
2025
Q1 		$1.24M Hold
6,878
– – 0.06% 217
2024
Q4 		$1.44M Hold
6,878
– – 0.07% 212
2024
Q3 		$1.48M Sell
6,878
-462
-6% -$93.1K 0.07% 204
2024
Q2 		$1.48M Hold
7,340
– – 0.07% 197
2024
Q1 		$1.79M Sell
7,340
-780
-10% -$176K 0.09% 186
2023
Q4 		$1.76M Buy
8,120
+148
+2% +$29.9K 0.1% 171
2023
Q3 		$1.66M Hold
7,972
– – 0.1% 167
2023
Q2 		$1.72M Buy
7,972
+208
+3% +$43.7K 0.11% 163
2023
Q1 		$1.79M Hold
7,764
– – 0.12% 152
2022
Q4 		$1.77M Hold
7,764
– – 0.12% 154
2022
Q3 		$1.55M Buy
7,764
+663
+9% +$134K 0.11% 159
2022
Q2 		$1.29M Sell
7,101
-277
-4% -$52.2K 0.08% 189
2022
Q1 		$1.42M Sell
7,378
-186
-2% -$37.7K 0.08% 199
2021
Q4 		$1.79M Sell
7,564
-185
-2% -$42K 0.09% 186
2021
Q3 		$1.6M Sell
7,749
-82
-1% -$18.2K 0.09% 187
2021
Q2 		$1.72M Sell
7,831
-111
-1% -$24.5K 0.09% 183
2021
Q1 		$1.66M Sell
7,942
-81
-1% -$16.1K 0.09% 183
2020
Q4 		$1.6M Sell
8,023
-349
-4% -$66.3K 0.1% 170
2020
Q3 		$1.53M Sell
8,372
-885
-10% -$153K 0.12% 156
2020
Q2 		$1.46M Sell
9,257
-202
-2% -$30.9K 0.13% 143
2020
Q1 		$1.31M Buy
9,459
+78
+0.8% +$12.2K 0.13% 143
2019
Q4 		$1.61M Buy
9,381
+4,620
+97% +$748K 0.13% 147
2019
Q3 		$780K Buy
4,761
+2,386
+100% +$396K 0.07% 194
2019
Q2 		$409K Buy
+2,375
New +$373K 0.04% 237

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

Montag & Associates's IEX Position: Q1 2026 in Review

Montag & Associates held its IDEX (IEX) position steady in Q1 2026 at 6,552 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #220.

Montag & Associates first reported a position in IEX in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.79M in Q1 2023. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Montag & Associates held 6,552 shares of IDEX worth $1.24M as of Q1 2026.
  • Montag & Associates left its IDEX share count unchanged in Q1 2026.
  • IDEX made up 0.06% of Montag & Associates's portfolio in Q1 2026, its #220 holding.
  • Montag & Associates first reported a position in IDEX in Q2 2019 and has held it in 28 quarters since.
  • Montag & Associates's IDEX position peaked at $1.79M in Q1 2023.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.