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Sone Capital Management’s IDEX IEX Stock Holding History

Sone Capital 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 		$24.1M Sell
106,321
-97,503
-48% -$20.6M 1.84% 13
2026
Q1 		$38.6M Buy
+203,824
New +$40.2M 3.24% 4
2025
Q4 		– Sell
-90,772
Closed -$14.8M – 114
2025
Q3 		$14.8M Sell
90,772
-137,320
-60% -$23.2M 1.24% 33
2025
Q2 		$40M Buy
228,092
+62,866
+38% +$11.1M 3.7% 1
2025
Q1 		$29.9M Buy
+165,226
New +$32.9M 3.08% 1

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

Sone Capital Management's IEX Position: Q2 2026 in Review

Sone Capital Management reduced its IDEX (IEX) stake by 48% in Q2 2026, selling an estimated $20.6M and leaving 106,321 shares worth $24.1M. The position accounts for 1.84% of the portfolio, ranked #13.

Sone Capital Management first reported a position in IEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $40M in Q2 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Sone Capital Management held 106,321 shares of IDEX worth $24.1M as of Q2 2026.
  • Sone Capital Management sold 97,503 IDEX shares in Q2 2026, an estimated $20.6M.
  • IDEX made up 1.84% of Sone Capital Management's portfolio in Q2 2026, its #13 holding.
  • Sone Capital Management first reported a position in IDEX in Q1 2025 and has held it in 5 quarters since.
  • Sone Capital Management's IDEX position peaked at $40M in Q2 2025.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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