Seneschal Advisors’s IDEX IEX Stock Holding History

Seneschal Advisors’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	$380	Buy	2 +1	+100%	+$197	﹤0.01%	422
2025 Q4	$178	Hold	1	–	–	﹤0.01%	537
2025 Q3	$163	Buy	+1	New	+$169	﹤0.01%	547

Other funds holding IEX

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Seneschal Advisors's IEX Position: Q1 2026 in Review

Seneschal Advisors increased its IDEX (IEX) stake by 100% in Q1 2026, buying an estimated $197 and bringing the position to 2 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Seneschal Advisors first reported a position in IEX in Q3 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Seneschal Advisors held 2 shares of IDEX worth $380 as of Q1 2026.
Seneschal Advisors bought 1 IDEX share in Q1 2026, an estimated $197.
IDEX made up ﹤0.01% of Seneschal Advisors's portfolio in Q1 2026, its #422 holding.
Seneschal Advisors first reported a position in IDEX in Q3 2025 and has held it in 3 quarters since.
672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.