Premier Fund Managers’s IDEX IEX Stock Holding History

Premier Fund Managers’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	$14M	Sell	61,851 -64,796	-51%	-$13.7M	1.27%	23
2026 Q1	$23.3M	Sell	126,647 -51,252	-29%	-$10.1M	1.65%	19
2025 Q4	$31.9M	Sell	177,899 -83,689	-32%	-$14.3M	1.84%	18
2025 Q3	$42.5M	Sell	261,588 -39,727	-13%	-$6.71M	1.74%	27
2025 Q2	$53.1M	Buy	301,315 +1,193	+0.4%	+$211K	1.94%	24
2025 Q1	$54.3M	Buy	300,122 +122	+0%	+$24.3K	2.03%	17
2024 Q4	$62.6M	Hold	300,000	–	–	2.23%	11
2024 Q3	$64.5M	Buy	300,000 +80,000	+36%	+$16.1M	2.29%	11
2024 Q2	$44M	Hold	220,000	–	–	1.77%	27
2024 Q1	$53.9M	Hold	220,000	–	–	2.14%	19
2023 Q4	$47.8M	Hold	220,000	–	–	2.06%	22
2023 Q3	$46M	Hold	220,000	–	–	2.16%	21
2023 Q2	$47M	Buy	220,000 +20,000	+10%	+$4.2M	1.87%	20
2023 Q1	$45.4M	Buy	+200,000	New	+$45.4M	1.8%	23

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

Premier Fund Managers's IEX Position: Q2 2026 in Review

Premier Fund Managers reduced its IDEX (IEX) stake by 51% in Q2 2026, selling an estimated $13.7M and leaving 61,851 shares worth $14M. The position accounts for 1.27% of the portfolio, ranked #23.

Premier Fund Managers first reported a position in IEX in Q1 2023 and has held it in 14 quarters since. The position peaked at $64.5M in Q3 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Premier Fund Managers held 61,851 shares of IDEX worth $14M as of Q2 2026.
Premier Fund Managers sold 64,796 IDEX shares in Q2 2026, an estimated $13.7M.
IDEX made up 1.27% of Premier Fund Managers's portfolio in Q2 2026, its #23 holding.
Premier Fund Managers first reported a position in IDEX in Q1 2023 and has held it in 14 quarters since.
Premier Fund Managers's IDEX position peaked at $64.5M in Q3 2024.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Premier Fund Managers's 13F filing for Q2 2026, filed 22 Jul 2026.