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&Partners’s IDEX IEX Stock Holding History

&Partners’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 		$924K Buy
4,071
+92
+2% +$19.5K ﹤0.01% 1464
2026
Q1 		$754K Buy
3,979
+1,394
+54% +$275K ﹤0.01% 1462
2025
Q4 		$460K Buy
2,585
+191
+8% +$32.6K ﹤0.01% 1661
2025
Q3 		$390K Buy
2,394
+1,108
+86% +$187K ﹤0.01% 1605
2025
Q2 		$225K Buy
+1,286
New +$228K ﹤0.01% 1773

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

&Partners's IEX Position: Q2 2026 in Review

&Partners increased its IDEX (IEX) stake by 2.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,071 shares worth $924K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

&Partners first reported a position in IEX in Q2 2025 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • &Partners held 4,071 shares of IDEX worth $924K as of Q2 2026.
  • &Partners bought 92 IDEX shares in Q2 2026, an estimated $19.5K.
  • IDEX made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1464 holding.
  • &Partners first reported a position in IDEX in Q2 2025 and has held it in 5 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.