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NewEdge Advisors’s IDEX IEX Stock Holding History

NewEdge Advisors’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 		$5.45K Sell
24
-4
-14% -$846 ﹤0.01% 3699
2026
Q1 		$5.31K Buy
28
+11
+65% +$2.17K ﹤0.01% 3575
2025
Q4 		$3.02K Sell
17
-4
-19% -$683 ﹤0.01% 3801
2025
Q3 		$3.42K Sell
21
-4
-16% -$676 ﹤0.01% 3641
2025
Q2 		$4.39K Sell
25
-1,208
-98% -$214K ﹤0.01% 3440
2025
Q1 		$223K Sell
1,233
-233
-16% -$46.4K ﹤0.01% 2051
2024
Q4 		$307K Sell
1,466
-84
-5% -$18.4K ﹤0.01% 1864
2024
Q3 		$332K Buy
1,550
+104
+7% +$21K ﹤0.01% 1743
2024
Q2 		$291K Buy
1,446
+1,383
+2,195% +$302K ﹤0.01% 1740
2024
Q1 		$15.4K Sell
63
-53
-46% -$12K ﹤0.01% 2717
2023
Q4 		$25.2K Buy
116
+58
+100% +$11.7K ﹤0.01% 2486
2023
Q3 		$12.1K Buy
58
+6
+12% +$1.3K ﹤0.01% 2516
2023
Q2 		$11.2K Buy
52
+35
+206% +$7.36K ﹤0.01% 2562
2023
Q1 		$3.93K Sell
17
-170
-91% -$38.6K ﹤0.01% 2856
2022
Q4 		$38.8K Buy
+187
New +$41.8K ﹤0.01% 1832

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

NewEdge Advisors's IEX Position: Q2 2026 in Review

NewEdge Advisors reduced its IDEX (IEX) stake by 14% in Q2 2026, selling an estimated $846 and leaving 24 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

NewEdge Advisors first reported a position in IEX in Q4 2022 and has held it in 15 quarters since. The position peaked at $332K in Q3 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • NewEdge Advisors held 24 shares of IDEX worth $5.45K as of Q2 2026.
  • NewEdge Advisors sold 4 IDEX shares in Q2 2026, an estimated $846.
  • IDEX made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3699 holding.
  • NewEdge Advisors first reported a position in IDEX in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's IDEX position peaked at $332K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.