Pathstone Holdings
IEX icon

Pathstone Holdings’s IDEX IEX Stock Holding History

Pathstone 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 		$1.64M Buy
7,241
+542
+8% +$115K ﹤0.01% 1224
2026
Q1 		$1.27M Buy
6,699
+221
+3% +$43.6K 0.01% 1286
2025
Q4 		$1.15M Sell
6,478
-84
-1% -$14.4K ﹤0.01% 1325
2025
Q3 		$1.07M Sell
6,562
-2,028
-24% -$343K ﹤0.01% 1387
2025
Q2 		$1.51M Buy
8,590
+270
+3% +$47.9K 0.01% 1154
2025
Q1 		$1.51M Sell
8,320
-153
-2% -$30.5K 0.01% 1146
2024
Q4 		$1.77M Sell
8,473
-104
-1% -$22.8K 0.01% 1044
2024
Q3 		$1.84M Sell
8,577
-332
-4% -$66.9K 0.01% 1025
2024
Q2 		$1.79M Sell
8,909
-380
-4% -$83K 0.01% 980
2024
Q1 		$2.27M Buy
9,289
+481
+5% +$109K 0.01% 844
2023
Q4 		$1.91M Buy
+8,808
New +$1.78M 0.01% 764

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

Pathstone Holdings's IEX Position: Q2 2026 in Review

Pathstone Holdings increased its IDEX (IEX) stake by 8.1% in Q2 2026, buying an estimated $115K and bringing the position to 7,241 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Pathstone Holdings first reported a position in IEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q1 2024. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Pathstone Holdings held 7,241 shares of IDEX worth $1.64M as of Q2 2026.
  • Pathstone Holdings bought 542 IDEX shares in Q2 2026, an estimated $115K.
  • IDEX made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1224 holding.
  • Pathstone Holdings first reported a position in IDEX in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's IDEX position peaked at $2.27M in Q1 2024.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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