&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 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 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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

&Partners's IEX Position: Q1 2026 in Review

&Partners increased its IDEX (IEX) stake by 54% in Q1 2026, buying an estimated $275K and bringing the position to 3,979 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

&Partners first reported a position in IEX in Q2 2025 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

&Partners held 3,979 shares of IDEX worth $754K as of Q1 2026.
&Partners bought 1,394 IDEX shares in Q1 2026, an estimated $275K.
IDEX made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1462 holding.
&Partners first reported a position in IDEX in Q2 2025 and has held it in 4 quarters since.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.