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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
Q2 		$1.62M Sell
7,148
-1,842
-20% -$390K 0.02% 740
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 $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

Summit Trail Advisors's IEX Position: Q2 2026 in Review

Summit Trail Advisors reduced its IDEX (IEX) stake by 20% in Q2 2026, selling an estimated $390K and leaving 7,148 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #740.

Summit Trail Advisors first reported a position in IEX in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.87M in Q3 2025. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Summit Trail Advisors held 7,148 shares of IDEX worth $1.62M as of Q2 2026.
  • Summit Trail Advisors sold 1,842 IDEX shares in Q2 2026, an estimated $390K.
  • IDEX made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #740 holding.
  • Summit Trail Advisors first reported a position in IDEX in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's IDEX position peaked at $2.87M in Q3 2025.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.