Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s IDEX IEX Stock Holding History

Sumitomo Mitsui Trust 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
Q2 		$36.1M Sell
159,047
-950
-0.6% -$201K 0.02% 534
2026
Q1 		$30.3M Sell
159,997
-9,118
-5% -$1.8M 0.02% 565
2025
Q4 		$30.1M Sell
169,115
-5,456
-3% -$932K 0.02% 582
2025
Q3 		$28.4M Buy
174,571
+1,273
+0.7% +$215K 0.02% 599
2025
Q2 		$30.4M Buy
173,298
+566
+0.3% +$100K 0.02% 582
2025
Q1 		$31.3M Buy
172,732
+631
+0.4% +$126K 0.02% 565
2024
Q4 		$36M Buy
172,101
+4,078
+2% +$892K 0.02% 534
2024
Q3 		$36M Buy
168,023
+4,465
+3% +$900K 0.03% 543
2024
Q2 		$32.9M Sell
163,558
-20,387
-11% -$4.45M 0.02% 533
2024
Q1 		$44.9M Buy
183,945
+3,391
+2% +$766K 0.03% 522
2023
Q4 		$39.2M Sell
180,554
-1,297
-0.7% -$262K 0.03% 549
2023
Q3 		$37.8M Sell
181,851
-4,550
-2% -$987K 0.03% 535
2023
Q2 		$40.1M Sell
186,401
-26,810
-13% -$5.64M 0.03% 536
2023
Q1 		$49.3M Sell
213,211
-16,226
-7% -$3.68M 0.04% 502
2022
Q4 		$52.4M Sell
229,437
-9,813
-4% -$2.19M 0.04% 480
2022
Q3 		$47.8M Sell
239,250
-50,635
-17% -$10.2M 0.04% 492
2022
Q2 		$52.7M Buy
289,885
+83,179
+40% +$15.7M 0.04% 489
2022
Q1 		$39.6M Sell
206,706
-746
-0.4% -$151K 0.03% 598
2021
Q4 		$49M Sell
207,452
-50,723
-20% -$11.5M 0.03% 541
2021
Q3 		$53.4M Sell
258,175
-12,590
-5% -$2.79M 0.03% 530
2021
Q2 		$59.6M Buy
270,765
+29,412
+12% +$6.5M 0.04% 500
2021
Q1 		$50.5M Sell
241,353
-12,443
-5% -$2.47M 0.03% 540
2020
Q4 		$50.6M Sell
253,796
-31,456
-11% -$5.98M 0.03% 526
2020
Q3 		$52M Sell
285,252
-53,433
-16% -$9.25M 0.04% 479
2020
Q2 		$53.4M Sell
338,685
-2,794
-0.8% -$427K 0.04% 475
2020
Q1 		$47.2M Buy
341,479
+47,510
+16% +$7.45M 0.04% 453
2019
Q4 		$50.4M Buy
293,969
+3,654
+1% +$591K 0.04% 481
2019
Q3 		$47.6M Buy
290,315
+1,372
+0.5% +$228K 0.04% 463
2019
Q2 		$49.7M Sell
288,943
-1,059
-0.4% -$166K 0.04% 437
2019
Q1 		$44M Buy
290,002
+23,890
+9% +$3.38M 0.04% 468
2018
Q4 		$33M Buy
266,112
+17,842
+7% +$2.39M 0.04% 502
2018
Q3 		$37.4M Buy
248,270
+2,920
+1% +$435K 0.04% 472
2018
Q2 		$33.5M Buy
245,350
+16,995
+7% +$2.37M 0.04% 494
2018
Q1 		$32.5M Buy
228,355
+9,724
+4% +$1.36M 0.04% 470
2017
Q4 		$28.9M Buy
218,631
+8,250
+4% +$1.06M 0.04% 510
2017
Q3 		$25.6M Sell
210,381
-2,627
-1% -$307K 0.04% 516
2017
Q2 		$24.1M Buy
+213,008
New +$22.4M 0.04% 534

Other funds holding IEX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IEX Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its IDEX (IEX) stake by 0.59% in Q2 2026, selling an estimated $201K and leaving 159,047 shares worth $36.1M. The position accounts for 0.02% of the portfolio, ranked #534.

Sumitomo Mitsui Trust Group first reported a position in IEX in Q2 2017 and has held it in 37 quarters since. The position peaked at $59.6M in Q2 2021. 221 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 159,047 shares of IDEX worth $36.1M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 950 IDEX shares in Q2 2026, an estimated $201K.
  • IDEX made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #534 holding.
  • Sumitomo Mitsui Trust Group first reported a position in IDEX in Q2 2017 and has held it in 37 quarters since.
  • Sumitomo Mitsui Trust Group's IDEX position peaked at $59.6M in Q2 2021.
  • 221 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.