RGC
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Regents Gate Capital’s IDEX IEX Stock Holding History

Regents Gate Capital’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 		– Sell
-130,389
Closed -$24.7M – 42
2026
Q1 		$24.7M Buy
130,389
+48,868
+60% +$9.65M 5.27% 4
2025
Q4 		$14.5M Buy
81,521
+9,218
+13% +$1.58M 4.64% 5
2025
Q3 		$11.8M Buy
72,303
+3,193
+5% +$539K 4.18% 4
2025
Q2 		$12.1M Buy
69,110
+12,655
+22% +$2.24M 4.29% 7
2025
Q1 		$10.2M Buy
+56,455
New +$11.2M 4.35% 8

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 $3.38T AUM 44.17% 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

Regents Gate Capital's IEX Position: Q2 2026 in Review

Regents Gate Capital sold out of IDEX (IEX) in Q2 2026, closing a stake of 130,389 shares — an estimated $24.7M sold.

Regents Gate Capital first reported a position in IEX in Q1 2025 and held it in 5 quarters. The position peaked at $24.7M in Q1 2026. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Regents Gate Capital reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Regents Gate Capital sold 130,389 IDEX shares in Q2 2026, an estimated $24.7M.
  • Regents Gate Capital first reported a position in IDEX in Q1 2025 and held it in 5 quarters.
  • Regents Gate Capital's IDEX position peaked at $24.7M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Regents Gate Capital's 13F filing for Q2 2026, filed 6 Aug 2026.