Sienna Gestion’s IDEX IEX Stock Holding History

Sienna Gestion’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	-45,053	Closed	-$8.04M	–	152
2025 Q4	$8.04M	Hold	45,053	–	–	0.48%	75
2025 Q3	$6.69M	Buy	+45,053	New	+$7.61M	0.47%	76

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

Sienna Gestion's IEX Position: Q1 2026 in Review

Sienna Gestion sold out of IDEX (IEX) in Q1 2026, closing a stake of 45,053 shares — an estimated $8.04M sold.

Sienna Gestion first reported a position in IEX in Q3 2025 and held it in 2 quarters. The position peaked at $8.04M in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Sienna Gestion reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
Sienna Gestion sold 45,053 IDEX shares in Q1 2026, an estimated $8.04M.
Sienna Gestion first reported a position in IDEX in Q3 2025 and held it in 2 quarters.
Sienna Gestion's IDEX position peaked at $8.04M in Q4 2025.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.