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RNC Capital Management’s IDEX IEX Stock Holding History

RNC 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
Q2 		$4.48M Buy
19,728
+59
+0.3% +$12.5K 0.18% 61
2026
Q1 		$3.73M Sell
19,669
-138
-0.7% -$27.2K 0.16% 63
2025
Q4 		$3.52M Buy
19,807
+13,755
+227% +$2.35M 0.16% 66
2025
Q3 		$985K Buy
+6,052
New +$1.02M 0.05% 100

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

RNC Capital Management's IEX Position: Q2 2026 in Review

RNC Capital Management increased its IDEX (IEX) stake by 0.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 19,728 shares worth $4.48M. The position accounts for 0.18% of the portfolio, ranked #61.

RNC Capital Management first reported a position in IEX in Q3 2025 and has held it in 4 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • RNC Capital Management held 19,728 shares of IDEX worth $4.48M as of Q2 2026.
  • RNC Capital Management bought 59 IDEX shares in Q2 2026, an estimated $12.5K.
  • IDEX made up 0.18% of RNC Capital Management's portfolio in Q2 2026, its #61 holding.
  • RNC Capital Management first reported a position in IDEX in Q3 2025 and has held it in 4 quarters since.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on RNC Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.