Osaic Holdings
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Osaic Holdings’s IDEX IEX Stock Holding History

Osaic Holdings’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 		$552K Sell
2,433
-4,866
-67% -$1.03M ﹤0.01% 3580
2026
Q1 		$1.38M Buy
7,299
+1,109
+18% +$219K ﹤0.01% 2397
2025
Q4 		$1.1M Sell
6,190
-3,436
-36% -$587K ﹤0.01% 2604
2025
Q3 		$1.57M Buy
9,626
+3,540
+58% +$598K ﹤0.01% 2394
2025
Q2 		$1.07M Buy
6,086
+1,979
+48% +$351K ﹤0.01% 2464
2025
Q1 		$743K Sell
4,107
-1,701
-29% -$339K ﹤0.01% 2500
2024
Q4 		$865K Sell
5,808
-277
-5% -$60.6K ﹤0.01% 2317
2024
Q3 		$1.31M Buy
6,085
+2,070
+52% +$417K ﹤0.01% 2040
2024
Q2 		$808K Sell
4,015
-4,489
-53% -$981K ﹤0.01% 2368
2024
Q1 		$2.08M Sell
8,504
-2,156
-20% -$487K ﹤0.01% 1670
2023
Q4 		$2.32M Sell
10,660
-18,963
-64% -$3.82M ﹤0.01% 1753
2023
Q3 		$6.16M Buy
29,623
+14,958
+102% +$3.25M 0.01% 1181
2023
Q2 		$3.16M Sell
14,665
-2,480
-14% -$521K 0.01% 1500
2023
Q1 		$3.96M Sell
17,145
-128
-0.7% -$29.1K 0.01% 1323
2022
Q4 		$3.95M Buy
17,273
+4,873
+39% +$1.09M 0.01% 1267
2022
Q3 		$2.48M Buy
12,400
+1,643
+15% +$332K 0.01% 1477
2022
Q2 		$1.95M Buy
10,757
+747
+7% +$141K ﹤0.01% 1683
2022
Q1 		$4.8M Sell
10,010
-161
-2% -$32.7K 0.01% 1237
2021
Q4 		$2.41M Buy
10,171
+1,456
+17% +$331K ﹤0.01% 1623
2021
Q3 		$1.8M Buy
8,715
+771
+10% +$171K ﹤0.01% 1796
2021
Q2 		$1.75M Buy
7,944
+911
+13% +$201K ﹤0.01% 1835
2021
Q1 		$1.47M Buy
7,033
+1,710
+32% +$339K ﹤0.01% 1890
2020
Q4 		$1.06M Sell
5,323
-332
-6% -$63.1K ﹤0.01% 1979
2020
Q3 		$1.02M Sell
5,655
-1,141
-17% -$198K ﹤0.01% 1810
2020
Q2 		$1.08M Sell
6,796
-1,104
-14% -$169K ﹤0.01% 1702
2020
Q1 		$1.08M Buy
+7,900
New +$1.24M ﹤0.01% 1484

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

Osaic Holdings's IEX Position: Q2 2026 in Review

Osaic Holdings reduced its IDEX (IEX) stake by 67% in Q2 2026, selling an estimated $1.03M and leaving 2,433 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

Osaic Holdings first reported a position in IEX in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.16M in Q3 2023. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Osaic Holdings held 2,433 shares of IDEX worth $552K as of Q2 2026.
  • Osaic Holdings sold 4,866 IDEX shares in Q2 2026, an estimated $1.03M.
  • IDEX made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3580 holding.
  • Osaic Holdings first reported a position in IDEX in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's IDEX position peaked at $6.16M in Q3 2023.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.