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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Perigon Wealth Management's IEX Position: Q2 2026 in Review

Perigon Wealth Management increased its IDEX (IEX) stake by 38% in Q2 2026, buying an estimated $85.3K and bringing the position to 1,477 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1056.

Perigon Wealth Management first reported a position in IEX in Q4 2016 and has held it in 6 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Perigon Wealth Management held 1,477 shares of IDEX worth $335K as of Q2 2026.
Perigon Wealth Management bought 403 IDEX shares in Q2 2026, an estimated $85.3K.
IDEX made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1056 holding.
Perigon Wealth Management first reported a position in IDEX in Q4 2016 and has held it in 6 quarters since.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.