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S&CO Inc’s IDEX IEX Stock Holding History

S&CO Inc’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 		$204K Buy
+900
New +$190K 0.01% 218

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

S&CO Inc's IEX Position: Q2 2026 in Review

S&CO Inc opened a new position in IDEX (IEX) in Q2 2026: 900 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • S&CO Inc held 900 shares of IDEX worth $204K as of Q2 2026.
  • IDEX was a new S&CO Inc position in Q2 2026.
  • IDEX made up 0.01% of S&CO Inc's portfolio in Q2 2026, its #218 holding.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.