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SummitTX Capital’s IDEX IEX Stock Holding History

SummitTX Capital’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 		$315K Sell
1,390
-18,807
-93% -$3.98M 0.01% 664
2026
Q1 		$3.83M Buy
20,197
+2,732
+16% +$539K 0.12% 201
2025
Q4 		$3.11M Buy
17,465
+10,622
+155% +$1.81M 0.09% 231
2025
Q3 		$1.11M Sell
6,843
-3,005
-31% -$508K 0.05% 363
2025
Q2 		$1.73M Sell
9,848
-6,489
-40% -$1.15M 0.07% 277
2025
Q1 		$2.96M Buy
+16,337
New +$3.25M 0.13% 190

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

SummitTX Capital's IEX Position: Q2 2026 in Review

SummitTX Capital reduced its IDEX (IEX) stake by 93% in Q2 2026, selling an estimated $3.98M and leaving 1,390 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #664.

SummitTX Capital first reported a position in IEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.83M in Q1 2026. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • SummitTX Capital held 1,390 shares of IDEX worth $315K as of Q2 2026.
  • SummitTX Capital sold 18,807 IDEX shares in Q2 2026, an estimated $3.98M.
  • IDEX made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #664 holding.
  • SummitTX Capital first reported a position in IDEX in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's IDEX position peaked at $3.83M in Q1 2026.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.