Perigon Wealth Management
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Perigon Wealth Management’s IDEX IEX Stock Holding History

Perigon Wealth 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
Q3 		$382K Buy
1,677
+200
+14% +$45.6K 0.01% 1031
2026
Q2 		$335K Buy
1,477
+403
+38% +$85.3K 0.01% 1056
2026
Q1 		$204K Sell
1,074
-158
-13% -$31.2K ﹤0.01% 1213
2025
Q4 		$219K Buy
+1,232
New +$211K ﹤0.01% 1190
2021
Q1 		– Sell
-133
Closed -$26K – 744
2020
Q4 		$26K Buy
+133
New +$25.3K ﹤0.01% 953
2017
Q2 		– Sell
-945
Closed -$88K – 605
2017
Q1 		$88K Hold
945
– – 0.02% 320
2016
Q4 		$89K Buy
+945
New +$85.5K 0.02% 298

Other funds holding IEX

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Perigon Wealth Management's IEX Position: Q3 2026 in Review

Perigon Wealth Management increased its IDEX (IEX) stake by 14% in Q3 2026, buying an estimated $45.6K and bringing the position to 1,677 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1031.

Perigon Wealth Management first reported a position in IEX in Q4 2016 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Perigon Wealth Management held 1,677 shares of IDEX worth $382K as of Q3 2026.
  • Perigon Wealth Management bought 200 IDEX shares in Q3 2026, an estimated $45.6K.
  • IDEX made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1031 holding.
  • Perigon Wealth Management first reported a position in IDEX in Q4 2016 and has held it in 7 quarters since.
  • 137 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.