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Patton Fund Management’s IDEX IEX Stock Holding History

Patton Fund 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
Q2 		– Sell
-1,273
Closed -$241K – 278
2026
Q1 		$241K Hold
1,273
– – 0.04% 324
2025
Q4 		$227K Hold
1,273
– – 0.03% 276
2025
Q3 		$207K Hold
1,273
– – 0.04% 432
2025
Q2 		$224K Buy
+1,273
New +$226K 0.05% 362

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Patton Fund Management's IEX Position: Q2 2026 in Review

Patton Fund Management sold out of IDEX (IEX) in Q2 2026, closing a stake of 1,273 shares — an estimated $241K sold.

Patton Fund Management first reported a position in IEX in Q2 2025 and held it in 4 quarters. The position peaked at $241K in Q1 2026. 98 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Patton Fund Management reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 1,273 IDEX shares in Q2 2026, an estimated $241K.
  • Patton Fund Management first reported a position in IDEX in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's IDEX position peaked at $241K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.