SC
IEX icon

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
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 $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

SummitTX Capital's IEX Position: Q1 2026 in Review

SummitTX Capital increased its IDEX (IEX) stake by 16% in Q1 2026, buying an estimated $539K and bringing the position to 20,197 shares worth $3.83M. The position accounts for 0.12% of the portfolio, ranked #201.

SummitTX Capital first reported a position in IEX in Q1 2025 and has held it in 5 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • SummitTX Capital held 20,197 shares of IDEX worth $3.83M as of Q1 2026.
  • SummitTX Capital bought 2,732 IDEX shares in Q1 2026, an estimated $539K.
  • IDEX made up 0.12% of SummitTX Capital's portfolio in Q1 2026, its #201 holding.
  • SummitTX Capital first reported a position in IDEX in Q1 2025 and has held it in 5 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.