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Sovereign's Capital Management’s IDEX IEX Stock Holding History

Sovereign's 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 		$238K Sell
1,047
-21
-2% -$4.44K 0.16% 67
2026
Q1 		$202K Sell
1,068
-72
-6% -$14.2K 0.15% 75
2025
Q4 		$203K Sell
1,140
-1,654
-59% -$283K 0.12% 76
2025
Q3 		$455K Buy
2,794
+22
+0.8% +$3.72K 0.25% 72
2025
Q2 		$487K Buy
2,772
+448
+19% +$79.4K 0.26% 75
2025
Q1 		$421K Buy
2,324
+315
+16% +$62.7K 0.25% 79
2024
Q4 		$420K Buy
+2,009
New +$440K 0.27% 80

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

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

Sovereign's Capital Management reduced its IDEX (IEX) stake by 2% in Q2 2026, selling an estimated $4.44K and leaving 1,047 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #67.

Sovereign's Capital Management first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $487K in Q2 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Sovereign's Capital Management held 1,047 shares of IDEX worth $238K as of Q2 2026.
  • Sovereign's Capital Management sold 21 IDEX shares in Q2 2026, an estimated $4.44K.
  • IDEX made up 0.16% of Sovereign's Capital Management's portfolio in Q2 2026, its #67 holding.
  • Sovereign's Capital Management first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
  • Sovereign's Capital Management's IDEX position peaked at $487K in Q2 2025.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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