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Morningstar Investment Management’s IDEX IEX Stock Holding History

Morningstar Investment 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 		$3.15M Hold
16,631
– – 0.19% 131
2026
Q1 		$3.15M Sell
16,631
-841
-5% -$166K 0.2% 130
2025
Q4 		$3.11M Sell
17,472
-4
-0% -$683 0.18% 121
2025
Q3 		$2.84M Buy
+17,476
New +$2.95M 0.1% 205
2024
Q4 		– Sell
-946
Closed -$202K – 219
2024
Q3 		$202K Buy
+946
New +$191K 0.02% 214
2024
Q2 		– Sell
-924
Closed -$225K – 197
2024
Q1 		$225K Hold
924
– – 0.02% 188
2023
Q4 		$201K Buy
+924
New +$186K 0.02% 197

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Morningstar Investment Management's IEX Position: Q2 2026 in Review

Morningstar Investment Management held its IDEX (IEX) position steady in Q2 2026 at 16,631 shares worth $3.15M. The position accounts for 0.19% of the portfolio, ranked #131.

Morningstar Investment Management first reported a position in IEX in Q4 2023 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Morningstar Investment Management held 16,631 shares of IDEX worth $3.15M as of Q2 2026.
  • Morningstar Investment Management left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.19% of Morningstar Investment Management's portfolio in Q2 2026, its #131 holding.
  • Morningstar Investment Management first reported a position in IDEX in Q4 2023 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.