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Sterling Capital Management’s IDEX IEX Stock Holding History

Sterling 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 		$506K Sell
2,228
-324
-13% -$68.5K 0.01% 800
2026
Q1 		$484K Sell
2,552
-1,929
-43% -$381K 0.01% 788
2025
Q4 		$797K Sell
4,481
-192
-4% -$32.8K 0.01% 709
2025
Q3 		$761K Sell
4,673
-359
-7% -$60.6K 0.01% 734
2025
Q2 		$883K Buy
5,032
+821
+19% +$146K 0.01% 674
2025
Q1 		$762K Sell
4,211
-279
-6% -$55.5K 0.01% 685
2024
Q4 		$940K Buy
4,490
+1,601
+55% +$350K 0.01% 655
2024
Q3 		$620K Buy
+2,889
New +$582K 0.01% 756
2016
Q3 		– Sell
-3,313
Closed -$272K – 935
2016
Q2 		$272K Buy
+3,313
New +$276K ﹤0.01% 835
2014
Q2 		– Sell
-5,186
Closed -$378K – 900
2014
Q1 		$378K Buy
5,186
+282
+6% +$20.5K ﹤0.01% 819
2013
Q4 		$362K Buy
4,904
+36
+0.7% +$2.5K ﹤0.01% 694
2013
Q3 		$318K Buy
4,868
+146
+3% +$8.82K ﹤0.01% 565
2013
Q2 		$254K Buy
+4,722
New +$252K ﹤0.01% 552

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

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

Sterling Capital Management reduced its IDEX (IEX) stake by 13% in Q2 2026, selling an estimated $68.5K and leaving 2,228 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #800.

Sterling Capital Management first reported a position in IEX in Q2 2013 and has held it in 13 quarters since. The position peaked at $940K in Q4 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Sterling Capital Management held 2,228 shares of IDEX worth $506K as of Q2 2026.
  • Sterling Capital Management sold 324 IDEX shares in Q2 2026, an estimated $68.5K.
  • IDEX made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #800 holding.
  • Sterling Capital Management first reported a position in IDEX in Q2 2013 and has held it in 13 quarters since.
  • Sterling Capital Management's IDEX position peaked at $940K in Q4 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.