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Prelude Capital Management’s IDEX IEX Stock Holding History

Prelude Capital 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
Q1 		– Sell
-1,760
Closed -$313K – 1387
2025
Q4 		$313K Buy
+1,760
New +$301K 0.02% 771
2025
Q1 		– Sell
-1,941
Closed -$406K – 1351
2024
Q4 		$406K Buy
+1,941
New +$425K 0.03% 665
2024
Q3 		– Sell
-3,295
Closed -$663K – 1407
2024
Q2 		$663K Buy
+3,295
New +$720K 0.05% 423
2024
Q1 		– Sell
-1,447
Closed -$314K – 1412
2023
Q4 		$314K Buy
+1,447
New +$292K 0.02% 718
2023
Q3 		– Sell
-1,542
Closed -$332K – 1234
2023
Q2 		$332K Buy
1,542
+87
+6% +$18.3K 0.02% 598
2023
Q1 		$336K Sell
1,455
-1,175
-45% -$267K 0.02% 604
2022
Q4 		$601K Sell
2,630
-219
-8% -$48.9K 0.03% 501
2022
Q3 		$569K Buy
+2,849
New +$576K 0.02% 605
2020
Q4 		– Sell
-459
Closed -$84K – 1600
2020
Q3 		$84K Buy
+459
New +$79.5K ﹤0.01% 968
2019
Q2 		– Sell
-123
Closed -$19K – 1874
2019
Q1 		$19K Buy
123
+73
+146% +$10.3K ﹤0.01% 1324
2018
Q4 		$6K Buy
+50
New +$6.69K ﹤0.01% 1543
2017
Q1 		– Sell
-374
Closed -$34K – 1611
2016
Q4 		$34K Buy
+374
New +$33.8K ﹤0.01% 1184
2015
Q2 		– Sell
-500
Closed -$38K – 1847
2015
Q1 		$38K Sell
500
-500
-50% -$37.6K 0.01% 1481
2014
Q4 		$78K Buy
1,000
+500
+100% +$37.2K 0.01% 1100
2014
Q3 		$36K Sell
500
-1,550
-76% -$120K 0.01% 1519
2014
Q2 		$166K Sell
2,050
-1,172
-36% -$88.7K 0.02% 822
2014
Q1 		$235K Sell
3,222
-21
-0.6% -$1.53K 0.03% 673
2013
Q4 		$239K Buy
3,243
+2,693
+490% +$187K 0.04% 575
2013
Q3 		$36K Buy
+550
New +$33.2K 0.01% 1011

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prelude Capital Management's IEX Position: Q1 2026 in Review

Prelude Capital Management sold out of IDEX (IEX) in Q1 2026, closing a stake of 1,760 shares — an estimated $313K sold.

Prelude Capital Management first reported a position in IEX in Q3 2013 and held it in 19 quarters. The position peaked at $663K in Q2 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Prelude Capital Management reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 1,760 IDEX shares in Q1 2026, an estimated $313K.
  • Prelude Capital Management first reported a position in IDEX in Q3 2013 and held it in 19 quarters.
  • Prelude Capital Management's IDEX position peaked at $663K in Q2 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.