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Ostrum Asset Management’s IDEX IEX Stock Holding History

Ostrum Asset 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
Q1 		$314K Buy
1,658
+24
+1% +$4.74K 0.02% 412
2025
Q4 		$291K Sell
1,634
-542
-25% -$92.6K 0.01% 427
2025
Q3 		$354K Sell
2,176
-67
-3% -$11.3K 0.02% 439
2025
Q2 		$394K Sell
2,243
-570
-20% -$101K 0.02% 435
2025
Q1 		$509K Sell
2,813
-692
-20% -$138K 0.03% 409
2024
Q4 		$734K Buy
3,505
+627
+22% +$137K 0.06% 359
2024
Q3 		$617K Sell
2,878
-419
-13% -$84.4K 0.05% 373
2024
Q2 		$663K Buy
3,297
+100
+3% +$21.8K 0.06% 356
2024
Q1 		$780K Buy
3,197
+323
+11% +$73K 0.06% 386
2023
Q4 		$624K Sell
2,874
-326
-10% -$65.8K 0.05% 384
2023
Q3 		$666K Buy
3,200
+229
+8% +$49.7K 0.06% 392
2023
Q2 		$640K Buy
2,971
+2
+0.1% +$420 0.05% 396
2023
Q1 		$686K Buy
+2,969
New +$674K 0.06% 388
2019
Q3 		– Sell
-12,400
Closed -$2.13M – 101
2019
Q2 		$2.13M Buy
12,400
+3,850
+45% +$605K 0.59% 56
2019
Q1 		$1.3M Buy
8,550
+1,150
+16% +$163K 0.43% 66
2018
Q4 		$934K Buy
+7,400
New +$990K 0.37% 82

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ostrum Asset Management's IEX Position: Q1 2026 in Review

Ostrum Asset Management increased its IDEX (IEX) stake by 1.5% in Q1 2026, buying an estimated $4.74K and bringing the position to 1,658 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #412.

Ostrum Asset Management first reported a position in IEX in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.13M in Q2 2019. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Ostrum Asset Management held 1,658 shares of IDEX worth $314K as of Q1 2026.
  • Ostrum Asset Management bought 24 IDEX shares in Q1 2026, an estimated $4.74K.
  • IDEX made up 0.02% of Ostrum Asset Management's portfolio in Q1 2026, its #412 holding.
  • Ostrum Asset Management first reported a position in IDEX in Q4 2018 and has held it in 16 quarters since.
  • Ostrum Asset Management's IDEX position peaked at $2.13M in Q2 2019.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.