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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

RNC Capital Management's IEX Position: Q4 2025 in Review

RNC Capital Management increased its IDEX (IEX) stake by 227% in Q4 2025, buying an estimated $2.35M and bringing the position to 19,807 shares worth $3.52M. The position accounts for 0.16% of the portfolio, ranked #66.

RNC Capital Management first reported a position in IEX in Q3 2025 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • RNC Capital Management held 19,807 shares of IDEX worth $3.52M as of Q4 2025.
  • RNC Capital Management bought 13,755 IDEX shares in Q4 2025, an estimated $2.35M.
  • IDEX made up 0.16% of RNC Capital Management's portfolio in Q4 2025, its #66 holding.
  • RNC Capital Management first reported a position in IDEX in Q3 2025 and has held it in 2 quarters since.
  • 627 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on RNC Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.