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Scopus Asset Management’s IDEX IEX Stock Holding History

Scopus 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
Q2 		$8.31M Sell
36,622
-3,378
-8% -$715K 0.12% 203
2026
Q1 		$7.58M Buy
+40,000
New +$7.9M 0.13% 186
2020
Q3 		– Sell
-135,400
Closed -$21.4M – 269
2020
Q2 		$21.4M Buy
+135,400
New +$20.7M 0.61% 56

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

Scopus Asset Management's IEX Position: Q2 2026 in Review

Scopus Asset Management reduced its IDEX (IEX) stake by 8.4% in Q2 2026, selling an estimated $715K and leaving 36,622 shares worth $8.31M. The position accounts for 0.12% of the portfolio, ranked #203.

Scopus Asset Management first reported a position in IEX in Q2 2020 and has held it in 3 quarters since. The position peaked at $21.4M in Q2 2020. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Scopus Asset Management held 36,622 shares of IDEX worth $8.31M as of Q2 2026.
  • Scopus Asset Management sold 3,378 IDEX shares in Q2 2026, an estimated $715K.
  • IDEX made up 0.12% of Scopus Asset Management's portfolio in Q2 2026, its #203 holding.
  • Scopus Asset Management first reported a position in IDEX in Q2 2020 and has held it in 3 quarters since.
  • Scopus Asset Management's IDEX position peaked at $21.4M in Q2 2020.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.