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Siemens Fonds Invest’s IDEX IEX Stock Holding History

Siemens Fonds Invest’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 		$242K Buy
1,065
+23
+2% +$4.87K 0.01% 450
2026
Q1 		$198K Sell
1,042
-970
-48% -$191K 0.01% 470
2025
Q4 		$361K Buy
2,012
+970
+93% +$166K 0.02% 377
2025
Q3 		$170K Sell
1,042
-11
-1% -$1.86K 0.01% 489
2025
Q2 		$185K Buy
1,053
+175
+20% +$31K 0.01% 472
2025
Q1 		$159K Buy
+878
New +$175K 0.01% 469
2024
Q4 		– Sell
-1,130
Closed -$242K – 453
2024
Q3 		$242K Sell
1,130
-334
-23% -$67.3K 0.02% 391
2024
Q2 		$295K Hold
1,464
– – 0.02% 360
2024
Q1 		$357K Sell
1,464
-35
-2% -$7.91K 0.03% 347
2023
Q4 		$325K Buy
1,499
+527
+54% +$106K 0.03% 342
2023
Q3 		$202K Buy
+972
New +$211K 0.02% 355
2021
Q4 		– Sell
-1,151
Closed -$238K – 434
2021
Q3 		$238K Buy
+1,151
New +$255K 0.02% 378

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

Siemens Fonds Invest's IEX Position: Q2 2026 in Review

Siemens Fonds Invest increased its IDEX (IEX) stake by 2.2% in Q2 2026, buying an estimated $4.87K and bringing the position to 1,065 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #450.

Siemens Fonds Invest first reported a position in IEX in Q3 2021 and has held it in 12 quarters since. The position peaked at $361K in Q4 2025. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Siemens Fonds Invest held 1,065 shares of IDEX worth $242K as of Q2 2026.
  • Siemens Fonds Invest bought 23 IDEX shares in Q2 2026, an estimated $4.87K.
  • IDEX made up 0.01% of Siemens Fonds Invest's portfolio in Q2 2026, its #450 holding.
  • Siemens Fonds Invest first reported a position in IDEX in Q3 2021 and has held it in 12 quarters since.
  • Siemens Fonds Invest's IDEX position peaked at $361K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.