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Pineridge Advisors’s IDEX IEX Stock Holding History

Pineridge Advisors’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
2025
Q3 		$2.44K Sell
15
-24
-62% -$4.05K ﹤0.01% 356
2025
Q2 		$6.85K Hold
39
– – ﹤0.01% 262
2025
Q1 		$7.06K Hold
39
– – ﹤0.01% 272
2024
Q4 		$8.16K Hold
39
– – ﹤0.01% 327
2024
Q3 		$8.37K Hold
39
– – ﹤0.01% 295
2024
Q2 		$7.85K Hold
39
– – ﹤0.01% 316
2024
Q1 		$9.52K Sell
39
-26
-40% -$5.87K ﹤0.01% 307
2023
Q4 		$14.1K Buy
+65
New +$13.1K ﹤0.01% 323

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pineridge Advisors's IEX Position: Q3 2025 in Review

Pineridge Advisors reduced its IDEX (IEX) stake by 62% in Q3 2025, selling an estimated $4.05K and leaving 15 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Pineridge Advisors first reported a position in IEX in Q4 2023 and has held it in 8 quarters since. The position peaked at $14.1K in Q4 2023. 631 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Pineridge Advisors held 15 shares of IDEX worth $2.44K as of Q3 2025.
  • Pineridge Advisors sold 24 IDEX shares in Q3 2025, an estimated $4.05K.
  • IDEX made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #356 holding.
  • Pineridge Advisors first reported a position in IDEX in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's IDEX position peaked at $14.1K in Q4 2023.
  • 631 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.