Port Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21M | Buy |
110,728
+1,570
| +1% | +$310K | 0.93% | 32 |
|
|
2025
Q4 | $19.4M | Sell |
109,158
-633
| -0.6% | -$108K | 0.84% | 34 |
|
|
2025
Q3 | $17.9M | Sell |
109,791
-71,644
| -39% | -$12.1M | 0.74% | 36 |
|
|
2025
Q2 | $31.9M | Buy |
181,435
+1,455
| +0.8% | +$258K | 1.35% | 31 |
|
|
2025
Q1 | $32.6M | Sell |
179,980
-14,160
| -7% | -$2.82M | 1.48% | 30 |
|
|
2024
Q4 | $40.6M | Buy |
194,140
+3,489
| +2% | +$764K | 1.85% | 24 |
|
|
2024
Q3 | $40.9M | Buy |
190,651
+470
| +0.2% | +$94.7K | 1.83% | 25 |
|
|
2024
Q2 | $38.3M | Sell |
190,181
-3,464
| -2% | -$757K | 1.92% | 25 |
|
|
2024
Q1 | $47.3M | Sell |
193,645
-37,393
| -16% | -$8.45M | 2.37% | 19 |
|
|
2023
Q4 | $50.2M | Sell |
231,038
-22,092
| -9% | -$4.46M | 2.8% | 14 |
|
|
2023
Q3 | $52.7M | Sell |
253,130
-77,943
| -24% | -$16.9M | 3.29% | 13 |
|
|
2023
Q2 | $71.3M | Buy |
331,073
+15,786
| +5% | +$3.32M | 4.29% | 7 |
|
|
2023
Q1 | $72.8M | Buy |
315,287
+14,532
| +5% | +$3.3M | 4.73% | 5 |
|
|
2022
Q4 | $68.7M | Buy |
300,755
+3,585
| +1% | +$801K | 4.96% | 5 |
|
|
2022
Q3 | $59.4M | Buy |
297,170
+3,475
| +1% | +$702K | 4.82% | 5 |
|
|
2022
Q2 | $53.3M | Sell |
293,695
-3,450
| -1% | -$650K | 4.18% | 5 |
|
|
2022
Q1 | $57M | Sell |
297,145
-10,538
| -3% | -$2.14M | 3.94% | 6 |
|
|
2021
Q4 | $72.7M | Sell |
307,683
-179,503
| -37% | -$40.8M | 4.47% | 5 |
|
|
2021
Q3 | $101M | Buy |
487,186
+41,872
| +9% | +$9.29M | 5.09% | 5 |
|
|
2021
Q2 | $98M | Sell |
445,314
-3,731
| -0.8% | -$825K | 5.1% | 5 |
|
|
2021
Q1 | $94M | Buy |
449,045
+133,817
| +42% | +$26.5M | 5.32% | 5 |
|
|
2020
Q4 | $62.8M | Buy |
315,228
+10,800
| +4% | +$2.05M | 4.27% | 7 |
|
|
2020
Q3 | $55.5M | Sell |
304,428
-761
| -0.2% | -$132K | 4.78% | 5 |
|
|
2020
Q2 | $48.2M | Buy |
305,189
+87,300
| +40% | +$13.3M | 4.65% | 3 |
|
|
2020
Q1 | $30.1M | Buy |
217,889
+41,737
| +24% | +$6.55M | 4.19% | 5 |
|
|
2019
Q4 | $30.3M | Buy |
176,152
+28,130
| +19% | +$4.55M | 3.34% | 10 |
|
|
2019
Q3 | $24.3M | Buy |
148,022
+3,381
| +2% | +$561K | 2.77% | 15 |
|
|
2019
Q2 | $24.9M | Buy |
144,641
+580
| +0.4% | +$91.1K | 2.94% | 11 |
|
|
2019
Q1 | $21.9M | Buy |
144,061
+4,740
| +3% | +$670K | 2.86% | 11 |
|
|
2018
Q4 | $17.6M | Buy |
139,321
+50,125
| +56% | +$6.71M | 2.67% | 12 |
|
|
2018
Q3 | $13.4M | Buy |
89,196
+1,530
| +2% | +$228K | 1.63% | 24 |
|
|
2018
Q2 | $12M | Buy |
87,666
+7,350
| +9% | +$1.03M | 1.56% | 21 |
|
|
2018
Q1 | $11.4M | Sell |
80,316
-3,060
| -4% | -$427K | 1.62% | 19 |
|
|
2017
Q4 | $11M | Buy |
+83,376
| New | +$10.7M | 1.55% | 17 |
|
Other funds holding IEX
VCM
VPM
Port Capital's IEX Position: Q1 2026 in Review
Port Capital increased its IDEX (IEX) stake by 1.4% in Q1 2026, buying an estimated $310K and bringing the position to 110,728 shares worth $21M. The position accounts for 0.93% of the portfolio, ranked #32.
Port Capital first reported a position in IEX in Q4 2017 and has held it in 34 quarters since. The position peaked at $101M in Q3 2021. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.
- Port Capital held 110,728 shares of IDEX worth $21M as of Q1 2026.
- Port Capital bought 1,570 IDEX shares in Q1 2026, an estimated $310K.
- IDEX made up 0.93% of Port Capital's portfolio in Q1 2026, its #32 holding.
- Port Capital first reported a position in IDEX in Q4 2017 and has held it in 34 quarters since.
- Port Capital's IDEX position peaked at $101M in Q3 2021.
- 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.
Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.