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Synergy Investment Management’s IDEX IEX Stock Holding History

Synergy Investment Management’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 		$8.25K Buy
36
+17
+89% +$3.6K ﹤0.01% 663
2026
Q1 		$3.65K Buy
+19
New +$3.75K ﹤0.01% 622
2025
Q2 		– Sell
-30
Closed -$5.47K – 302
2025
Q1 		$5.47K Sell
30
-1
-3% -$199 ﹤0.01% 442
2024
Q4 		$6.33K Buy
+31
New +$6.78K ﹤0.01% 430

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 $3.38T AUM 44.17% 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

Synergy Investment Management's IEX Position: Q2 2026 in Review

Synergy Investment Management increased its IDEX (IEX) stake by 89% in Q2 2026, buying an estimated $3.6K and bringing the position to 36 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Synergy Investment Management first reported a position in IEX in Q4 2024 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Synergy Investment Management held 36 shares of IDEX worth $8.25K as of Q2 2026.
  • Synergy Investment Management bought 17 IDEX shares in Q2 2026, an estimated $3.6K.
  • IDEX made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #663 holding.
  • Synergy Investment Management first reported a position in IDEX in Q4 2024 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.