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Speece Thorson Capital Group’s IDEX IEX Stock Holding History

Speece Thorson Capital Group’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 		$15.2M Sell
80,078
-5,034
-6% -$994K 3.46% 6
2025
Q4 		$15.1M Sell
85,112
-4,317
-5% -$738K 3.28% 11
2025
Q3 		$14.6M Sell
89,429
-1,055
-1% -$178K 2.91% 13
2025
Q2 		$15.9M Buy
90,484
+13,917
+18% +$2.47M 3.23% 9
2025
Q1 		$13.9M Buy
76,567
+28,343
+59% +$5.64M 2.85% 18
2024
Q4 		$10.1M Sell
48,224
-240
-0.5% -$52.5K 1.99% 32
2024
Q3 		$10.4M Sell
48,464
-128
-0.3% -$25.8K 1.92% 32
2024
Q2 		$9.78M Sell
48,592
-868
-2% -$190K 2% 30
2024
Q1 		$12.1M Sell
49,460
-642
-1% -$145K 2.33% 25
2023
Q4 		$10.9M Buy
50,102
+936
+2% +$189K 2.23% 27
2023
Q3 		$10.2M Sell
49,166
-56
-0.1% -$12.1K 2.26% 26
2023
Q2 		$10.6M Sell
49,222
-518
-1% -$109K 2.17% 27
2023
Q1 		$11.5M Sell
49,740
-570
-1% -$129K 2.42% 23
2022
Q4 		$11.5M Hold
50,310
– – 2.47% 21
2022
Q3 		$10.1M Buy
50,310
+1,585
+3% +$320K 2.29% 23
2022
Q2 		$8.85M Buy
48,725
+14,774
+44% +$2.78M 2.09% 24
2022
Q1 		$6.51M Buy
33,951
+8,467
+33% +$1.72M 1.39% 37
2021
Q4 		$6.02M Buy
25,484
+152
+0.6% +$34.5K 1.15% 35
2021
Q3 		$5.24M Sell
25,332
-13
-0.1% -$2.89K 1.1% 36
2021
Q2 		$5.58M Sell
25,345
-122
-0.5% -$27K 1.16% 37
2021
Q1 		$5.33M Sell
25,467
-135
-0.5% -$26.8K 1.12% 36
2020
Q4 		$5.1M Sell
25,602
-391
-2% -$74.3K 1.21% 33
2020
Q3 		$4.74M Buy
25,993
+122
+0.5% +$21.1K 1.26% 30
2020
Q2 		$4.09M Sell
25,871
-296
-1% -$45.2K 1.18% 32
2020
Q1 		$3.61M Sell
26,167
-394
-1% -$61.8K 1.25% 33
2019
Q4 		$4.57M Sell
26,561
-200
-0.7% -$32.4K 1.18% 35
2019
Q3 		$4.39M Sell
26,761
-676
-2% -$112K 1.17% 36
2019
Q2 		$4.72M Sell
27,437
-518
-2% -$81.4K 1.26% 36
2019
Q1 		$4.24M Sell
27,955
-752
-3% -$106K 1.17% 37
2018
Q4 		$3.63M Sell
28,707
-3,834
-12% -$513K 1.09% 38
2018
Q3 		$4.9M Sell
32,541
-6,376
-16% -$950K 1.14% 38
2018
Q2 		$5.31M Sell
38,917
-10,920
-22% -$1.53M 1.12% 39
2018
Q1 		$7.1M Sell
49,837
-3,305
-6% -$461K 1.51% 36
2017
Q4 		$7.01M Sell
53,142
-11,757
-18% -$1.51M 1.39% 35
2017
Q3 		$7.88M Buy
64,899
+668
+1% +$78K 1.64% 31
2017
Q2 		$7.26M Buy
64,231
+655
+1% +$68.8K 1.51% 34
2017
Q1 		$5.95M Buy
63,576
+1,687
+3% +$155K 1.26% 36
2016
Q4 		$5.57M Sell
61,889
-6,447
-9% -$583K 1.25% 37
2016
Q3 		$6.39M Buy
68,336
+622
+0.9% +$56.2K 1.37% 36
2016
Q2 		$5.56M Buy
67,714
+919
+1% +$76.5K 1.21% 37
2016
Q1 		$5.54M Buy
66,795
+969
+1% +$72.7K 1.24% 36
2015
Q4 		$5.04M Buy
65,826
+411
+0.6% +$31.5K 1.23% 38
2015
Q3 		$4.66M Sell
65,415
-180
-0.3% -$13.3K 1.16% 36
2015
Q2 		$5.15M Sell
65,595
-520
-0.8% -$40.3K 1.24% 34
2015
Q1 		$5.01M Buy
66,115
+810
+1% +$61K 1.18% 35
2014
Q4 		$5.08M Sell
65,305
-1,990
-3% -$148K 1.24% 34
2014
Q3 		$4.87M Sell
67,295
-24,380
-27% -$1.88M 1.24% 34
2014
Q2 		$7.4M Sell
91,675
-750
-0.8% -$56.7K 1.88% 29
2014
Q1 		$6.74M Sell
92,425
-13,120
-12% -$955K 1.78% 29
2013
Q4 		$7.79M Sell
105,545
-57,620
-35% -$4M 2.07% 26
2013
Q3 		$10.6M Sell
163,165
-2,250
-1% -$136K 2.94% 14
2013
Q2 		$8.9M Buy
+165,415
New +$8.82M 2.6% 17

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

Speece Thorson Capital Group's IEX Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its IDEX (IEX) stake by 5.9% in Q1 2026, selling an estimated $994K and leaving 80,078 shares worth $15.2M. The position accounts for 3.46% of the portfolio, ranked #6.

Speece Thorson Capital Group first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.9M in Q2 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Speece Thorson Capital Group held 80,078 shares of IDEX worth $15.2M as of Q1 2026.
  • Speece Thorson Capital Group sold 5,034 IDEX shares in Q1 2026, an estimated $994K.
  • IDEX made up 3.46% of Speece Thorson Capital Group's portfolio in Q1 2026, its #6 holding.
  • Speece Thorson Capital Group first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
  • Speece Thorson Capital Group's IDEX position peaked at $15.9M in Q2 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.