Orion Capital Management’s IDEX IEX Stock Holding History

Orion Capital 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	$93.7K	Hold	413	–	–	0.03%	221
2026 Q1	$78.3K	Hold	413	–	–	0.03%	220
2025 Q4	$73.5K	Hold	413	–	–	0.02%	231
2025 Q3	$67.2K	Hold	413	–	–	0.02%	244
2025 Q2	$72.5K	Hold	413	–	–	0.03%	208
2025 Q1	$74.7K	Hold	413	–	–	0.03%	205
2024 Q4	$86.4K	Buy	+413	New	+$90.4K	0.04%	185
2024 Q3	–	Sell	-413	Closed	-$83.1K	–	278
2024 Q2	$83.1K	Hold	413	–	–	0.04%	172
2024 Q1	$101K	Hold	413	–	–	0.05%	164
2023 Q4	$89.7K	Hold	413	–	–	0.05%	176
2023 Q3	$85.9K	Buy	+413	New	+$89.6K	0.06%	174
2023 Q2	–	Sell	-413	Closed	-$95.4K	–	284
2023 Q1	$95.4K	Buy	+413	New	+$93.8K	0.06%	162

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Orion Capital Management's IEX Position: Q2 2026 in Review

Orion Capital Management held its IDEX (IEX) position steady in Q2 2026 at 413 shares worth $93.7K. The position accounts for 0.03% of the portfolio, ranked #221.

Orion Capital Management first reported a position in IEX in Q1 2023 and has held it in 12 quarters since. The position peaked at $101K in Q1 2024. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Orion Capital Management held 413 shares of IDEX worth $93.7K as of Q2 2026.
Orion Capital Management left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.03% of Orion Capital Management's portfolio in Q2 2026, its #221 holding.
Orion Capital Management first reported a position in IDEX in Q1 2023 and has held it in 12 quarters since.
Orion Capital Management's IDEX position peaked at $101K in Q1 2024.
683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.