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Sawgrass Asset Management’s IDEX IEX Stock Holding History

Sawgrass Asset 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
Q1 		– Sell
-38,503
Closed -$6.85M – 202
2025
Q4 		$6.85M Buy
38,503
+14,450
+60% +$2.47M 0.86% 44
2025
Q3 		$3.91M Buy
+24,053
New +$4.06M 0.48% 55

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sawgrass Asset Management's IEX Position: Q1 2026 in Review

Sawgrass Asset Management sold out of IDEX (IEX) in Q1 2026, closing a stake of 38,503 shares — an estimated $6.85M sold.

Sawgrass Asset Management first reported a position in IEX in Q3 2025 and held it in 2 quarters. The position peaked at $6.85M in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Sawgrass Asset Management reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Sawgrass Asset Management sold 38,503 IDEX shares in Q1 2026, an estimated $6.85M.
  • Sawgrass Asset Management first reported a position in IDEX in Q3 2025 and held it in 2 quarters.
  • Sawgrass Asset Management's IDEX position peaked at $6.85M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.