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NFJ Investment Group’s IDEX IEX Stock Holding History

NFJ Investment Group’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
2025
Q4 		– Sell
-14,540
Closed -$2.37M – 261
2025
Q3 		$2.37M Sell
14,540
-136
-0.9% -$23K 0.08% 177
2025
Q2 		$2.58M Sell
14,676
-148
-1% -$26.2K 0.09% 185
2025
Q1 		$2.68M Sell
14,824
-5,422
-27% -$1.08M 0.09% 187
2024
Q4 		$4.24M Buy
20,246
+8,307
+70% +$1.82M 0.14% 148
2024
Q3 		$2.56M Sell
11,939
-174
-1% -$35.1K 0.07% 195
2024
Q2 		$2.44M Buy
12,113
+6,115
+102% +$1.34M 0.07% 192
2024
Q1 		$1.46M Buy
+5,998
New +$1.35M 0.04% 208

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

NFJ Investment Group's IEX Position: Q4 2025 in Review

NFJ Investment Group sold out of IDEX (IEX) in Q4 2025, closing a stake of 14,540 shares — an estimated $2.37M sold.

NFJ Investment Group first reported a position in IEX in Q1 2024 and held it in 7 quarters. The position peaked at $4.24M in Q4 2024. 627 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • NFJ Investment Group reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • NFJ Investment Group sold 14,540 IDEX shares in Q4 2025, an estimated $2.37M.
  • NFJ Investment Group first reported a position in IDEX in Q1 2024 and held it in 7 quarters.
  • NFJ Investment Group's IDEX position peaked at $4.24M in Q4 2024.
  • 627 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on NFJ Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.