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Mountain Pacific Investment Advisers’s IDEX IEX Stock Holding History

Mountain Pacific Investment Advisers’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 		$25.9M Sell
114,167
-3,832
-3% -$811K 4.08% 4
2026
Q1 		$22.4M Sell
117,999
-2,376
-2% -$469K 3.83% 4
2025
Q4 		$21.4M Sell
120,375
-863
-0.7% -$147K 3.47% 5
2025
Q3 		$19.7M Sell
121,238
-120,105
-50% -$20.3M 3.09% 8
2025
Q2 		$42.4M Sell
241,343
-792
-0.3% -$140K 3.07% 9
2025
Q1 		$43.8M Sell
242,135
-2,024
-0.8% -$403K 3.26% 8
2024
Q4 		$51.1M Sell
244,159
-250
-0.1% -$54.7K 3.59% 5
2024
Q3 		$52.4M Buy
244,409
+3,564
+1% +$718K 3.58% 6
2024
Q2 		$48.5M Sell
240,845
-43,536
-15% -$9.51M 3.61% 6
2024
Q1 		$69.4M Sell
284,381
-277
-0.1% -$62.6K 3.88% 5
2023
Q4 		$61.8M Buy
284,658
+1,767
+0.6% +$356K 3.83% 4
2023
Q3 		$58.8M Buy
282,891
+156
+0.1% +$33.8K 4.08% 6
2023
Q2 		$60.9M Sell
282,735
-336
-0.1% -$70.6K 4.06% 6
2023
Q1 		$65.4M Sell
283,071
-4,563
-2% -$1.04M 4.63% 4
2022
Q4 		$65.7M Buy
287,634
+129
+0% +$28.8K 4.76% 3
2022
Q3 		$57.5M Sell
287,505
-455
-0.2% -$92K 4.5% 2
2022
Q2 		$52.3M Buy
287,960
+523
+0.2% +$98.5K 3.96% 4
2022
Q1 		$55.1M Buy
287,437
+1,808
+0.6% +$367K 3.6% 5
2021
Q4 		$67.5M Sell
285,629
-4,889
-2% -$1.11M 3.96% 4
2021
Q3 		$60.1M Buy
290,518
+712
+0.2% +$158K 3.69% 4
2021
Q2 		$63.8M Sell
289,806
-2,088
-0.7% -$461K 4.02% 3
2021
Q1 		$61.1M Sell
291,894
-594
-0.2% -$118K 4.07% 4
2020
Q4 		$58.3M Buy
292,488
+105
+0% +$20K 4.16% 4
2020
Q3 		$53.3M Sell
292,383
-4,022
-1% -$697K 4.37% 4
2020
Q2 		$46.8M Sell
296,405
-259
-0.1% -$39.6K 4.14% 5
2020
Q1 		$41M Buy
296,664
+1,449
+0.5% +$227K 4.29% 4
2019
Q4 		$50.8M Buy
295,215
+3,033
+1% +$491K 4.28% 5
2019
Q3 		$47.9M Sell
292,182
-1,232
-0.4% -$204K 4.31% 5
2019
Q2 		$50.5M Sell
293,414
-109
-0% -$17.1K 4.56% 3
2019
Q1 		$44.5M Buy
293,523
+917
+0.3% +$130K 4.26% 4
2018
Q4 		$36.9M Buy
292,606
+3,310
+1% +$443K 4.12% 3
2018
Q3 		$43.6M Sell
289,296
-10,265
-3% -$1.53M 4.09% 2
2018
Q2 		$40.9M Buy
299,561
+4,261
+1% +$595K 4.15% 2
2018
Q1 		$42.1M Sell
295,300
-12,120
-4% -$1.69M 4.33% 2
2017
Q4 		$40.6M Sell
307,420
-4,216
-1% -$543K 4.27% 2
2017
Q3 		$37.9M Buy
311,636
+340
+0.1% +$39.7K 4.14% 2
2017
Q2 		$35.2M Sell
311,296
-487
-0.2% -$51.2K 3.92% 2
2017
Q1 		$29.2M Sell
311,783
-47,577
-13% -$4.37M 3.39% 6
2016
Q4 		$32.4M Buy
359,360
+1,352
+0.4% +$122K 3.47% 3
2016
Q3 		$33.5M Sell
358,008
-2,605
-0.7% -$235K 3.74% 4
2016
Q2 		$29.6M Sell
360,613
-62
-0% -$5.16K 3.4% 6
2016
Q1 		$29.9M Sell
360,675
-211
-0.1% -$15.8K 3.52% 5
2015
Q4 		$27.6M Sell
360,886
-12,450
-3% -$954K 3.37% 6
2015
Q3 		$26.6M Sell
373,336
-2,325
-0.6% -$171K 3.3% 6
2015
Q2 		$29.5M Sell
375,661
-2,000
-0.5% -$155K 3.42% 5
2015
Q1 		$28.6M Buy
377,661
+1,200
+0.3% +$90.3K 3.34% 6
2014
Q4 		$29.3M Sell
376,461
-1,175
-0.3% -$87.5K 3.55% 5
2014
Q3 		$27.3M Sell
377,636
-22,180
-6% -$1.71M 3.53% 5
2014
Q2 		$32.3M Sell
399,816
-1,575
-0.4% -$119K 3.82% 4
2014
Q1 		$29.3M Buy
401,391
+3,725
+0.9% +$271K 3.59% 5
2013
Q4 		$29.4M Sell
397,666
-1,454
-0.4% -$101K 3.66% 5
2013
Q3 		$26M Sell
399,120
-500
-0.1% -$30.2K 3.61% 5
2013
Q2 		$21.5M Buy
+399,620
New +$21.3M 3.23% 7

Other funds holding IEX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Mountain Pacific Investment Advisers's IEX Position: Q2 2026 in Review

Mountain Pacific Investment Advisers reduced its IDEX (IEX) stake by 3.2% in Q2 2026, selling an estimated $811K and leaving 114,167 shares worth $25.9M. The position accounts for 4.08% of the portfolio, ranked #4.

Mountain Pacific Investment Advisers first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $69.4M in Q1 2024. 221 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Mountain Pacific Investment Advisers held 114,167 shares of IDEX worth $25.9M as of Q2 2026.
  • Mountain Pacific Investment Advisers sold 3,832 IDEX shares in Q2 2026, an estimated $811K.
  • IDEX made up 4.08% of Mountain Pacific Investment Advisers's portfolio in Q2 2026, its #4 holding.
  • Mountain Pacific Investment Advisers first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
  • Mountain Pacific Investment Advisers's IDEX position peaked at $69.4M in Q1 2024.
  • 221 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.