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Occudo Quantitative Strategies’s IDEX IEX Stock Holding History

Occudo Quantitative Strategies’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 		$529K Buy
+2,332
New +$493K 0.03% 494
2025
Q4 		– Sell
-14,785
Closed -$2.41M – 799
2025
Q3 		$2.41M Buy
14,785
+12,139
+459% +$2.05M 0.29% 88
2025
Q2 		$465K Buy
+2,646
New +$469K 0.05% 362
2024
Q3 		– Sell
-4,063
Closed -$817K – 851
2024
Q2 		$817K Buy
+4,063
New +$888K 0.15% 198
2023
Q4 		– Sell
-2,400
Closed -$499K – 967
2023
Q3 		$499K Sell
2,400
-7,420
-76% -$1.61M 0.06% 493
2023
Q2 		$2.11M Buy
+9,820
New +$2.06M 0.22% 130
2022
Q3 		– Sell
-8,008
Closed -$1.45M – 1297
2022
Q2 		$1.45M Buy
8,008
+118
+1% +$22.2K 0.12% 263
2022
Q1 		$1.51M Buy
7,890
+2,416
+44% +$490K 0.13% 255
2021
Q4 		$1.29M Buy
5,474
+2,259
+70% +$513K 0.11% 272
2021
Q3 		$665K Sell
3,215
-2,739
-46% -$608K 0.08% 430
2021
Q2 		$1.31M Buy
5,954
+517
+10% +$114K 0.2% 143
2021
Q1 		$1.14M Buy
+5,437
New +$1.08M 0.25% 102

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

Occudo Quantitative Strategies's IEX Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in IDEX (IEX) in Q2 2026: 2,332 shares worth $529K. The stake represents 0.03% of the portfolio and ranks #494 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in IEX as recently as Q3 2025.

Occudo Quantitative Strategies first reported a position in IEX in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.41M in Q3 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Occudo Quantitative Strategies held 2,332 shares of IDEX worth $529K as of Q2 2026.
  • IDEX was a new Occudo Quantitative Strategies position in Q2 2026.
  • IDEX made up 0.03% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #494 holding.
  • Occudo Quantitative Strategies first reported a position in IDEX in Q1 2021 and has held it in 12 quarters since.
  • Occudo Quantitative Strategies's IDEX position peaked at $2.41M in Q3 2025.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.