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Private Trust Company’s IDEX IEX Stock Holding History

Private Trust Company’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 		$9.99K Hold
44
– – ﹤0.01% 2077
2026
Q1 		$8.34K Buy
44
+1
+2% +$197 ﹤0.01% 2037
2025
Q4 		$7.65K Buy
43
+36
+514% +$6.15K ﹤0.01% 2029
2025
Q3 		$1.14K Sell
7
-38
-84% -$6.42K ﹤0.01% 2426
2025
Q2 		$7.81K Sell
45
-18
-29% -$3.19K ﹤0.01% 1896
2025
Q1 		$11.4K Buy
63
+21
+50% +$4.18K ﹤0.01% 1763
2024
Q4 		$8.79K Hold
42
– – ﹤0.01% 1788
2024
Q3 		$9.01K Sell
42
-26
-38% -$5.24K ﹤0.01% 1760
2024
Q2 		$13.7K Buy
68
+26
+62% +$5.68K ﹤0.01% 1583
2024
Q1 		$10.2K Hold
42
– – ﹤0.01% 1645
2023
Q4 		$9.12K Buy
42
+26
+163% +$5.24K ﹤0.01% 1685
2023
Q3 		$3.33K Sell
16
-61
-79% -$13.2K ﹤0.01% 2000
2023
Q2 		$16.6K Buy
77
+61
+381% +$12.8K ﹤0.01% 1431
2023
Q1 		$3.7K Sell
16
-2
-11% -$454 ﹤0.01% 1946
2022
Q4 		$4K Hold
18
– – ﹤0.01% 1865
2022
Q3 		$4K Hold
18
– – ﹤0.01% 1732
2022
Q2 		$3K Buy
+18
New +$3.39K ﹤0.01% 1879
2017
Q2 		– Sell
-5,146
Closed -$481K – 367
2017
Q1 		$481K Buy
+5,146
New +$473K 0.11% 224
2014
Q4 		– Sell
-127
Closed -$9K – 704
2014
Q3 		$9K Sell
127
-10
-7% -$772 ﹤0.01% 1142
2014
Q2 		$11K Hold
137
– – ﹤0.01% 1051
2014
Q1 		$10K Sell
137
-218
-61% -$15.9K ﹤0.01% 974
2013
Q4 		$26K Hold
355
– – 0.01% 629
2013
Q3 		$23K Sell
355
-8
-2% -$483 0.01% 621
2013
Q2 		$20K Buy
+363
New +$19.4K 0.01% 627

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Private Trust Company's IEX Position: Q2 2026 in Review

Private Trust Company held its IDEX (IEX) position steady in Q2 2026 at 44 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Private Trust Company first reported a position in IEX in Q2 2013 and has held it in 24 quarters since. The position peaked at $481K in Q1 2017. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Private Trust Company held 44 shares of IDEX worth $9.99K as of Q2 2026.
  • Private Trust Company left its IDEX share count unchanged in Q2 2026.
  • IDEX made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2077 holding.
  • Private Trust Company first reported a position in IDEX in Q2 2013 and has held it in 24 quarters since.
  • Private Trust Company's IDEX position peaked at $481K in Q1 2017.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.