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Summit Trail Advisors’s IDEX IEX Stock Holding History

Summit Trail Advisors’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 		$1.7M Sell
8,990
-4,535
-34% -$895K 0.02% 643
2025
Q4 		$2.41M Sell
13,525
-4,109
-23% -$702K 0.04% 313
2025
Q3 		$2.87M Buy
17,634
+8,821
+100% +$1.49M 0.04% 265
2025
Q2 		$1.55M Buy
+8,813
New +$1.56M 0.03% 334
2018
Q1 		– Sell
-415
Closed -$56K – 1017
2017
Q4 		$56K Buy
+415
New +$53.4K 0.01% 789

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

Summit Trail Advisors's IEX Position: Q1 2026 in Review

Summit Trail Advisors reduced its IDEX (IEX) stake by 34% in Q1 2026, selling an estimated $895K and leaving 8,990 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #643.

Summit Trail Advisors first reported a position in IEX in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.87M in Q3 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Summit Trail Advisors held 8,990 shares of IDEX worth $1.7M as of Q1 2026.
  • Summit Trail Advisors sold 4,535 IDEX shares in Q1 2026, an estimated $895K.
  • IDEX made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #643 holding.
  • Summit Trail Advisors first reported a position in IDEX in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's IDEX position peaked at $2.87M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.