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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
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 $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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sovereign's Capital Management's IEX Position: Q1 2026 in Review

Sovereign's Capital Management reduced its IDEX (IEX) stake by 6.3% in Q1 2026, selling an estimated $14.2K and leaving 1,068 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #75.

Sovereign's Capital Management first reported a position in IEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $487K in Q2 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Sovereign's Capital Management held 1,068 shares of IDEX worth $202K as of Q1 2026.
  • Sovereign's Capital Management sold 72 IDEX shares in Q1 2026, an estimated $14.2K.
  • IDEX made up 0.15% of Sovereign's Capital Management's portfolio in Q1 2026, its #75 holding.
  • Sovereign's Capital Management first reported a position in IDEX in Q4 2024 and has held it in 6 quarters since.
  • Sovereign's Capital Management's IDEX position peaked at $487K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Sovereign's Capital Management's 13F filing for Q1 2026, filed 15 May 2026.