SMA Capital’s IDEX IEX Stock Holding History

SMA Capital’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	$11.8M	Buy	52,000 +9,671	+23%	+$2.05M	4.96%	2
2026 Q1	$8.02M	Buy	42,329 +34,329	+429%	+$6.78M	3.46%	10
2025 Q4	$1.42M	Buy	+8,000	New	+$1.37M	0.68%	41

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SMA Capital's IEX Position: Q2 2026 in Review

SMA Capital increased its IDEX (IEX) stake by 23% in Q2 2026, buying an estimated $2.05M and bringing the position to 52,000 shares worth $11.8M. The position accounts for 4.96% of the portfolio, ranked #2.

SMA Capital first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

SMA Capital held 52,000 shares of IDEX worth $11.8M as of Q2 2026.
SMA Capital bought 9,671 IDEX shares in Q2 2026, an estimated $2.05M.
IDEX made up 4.96% of SMA Capital's portfolio in Q2 2026, its #2 holding.
SMA Capital first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
686 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.