Syon Capital’s IDEX IEX Stock Holding History

Syon 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	$461K	Buy	2,032 +908	+81%	+$192K	0.02%	653
2026 Q1	$213K	Buy	+1,124	New	+$222K	0.01%	861
2025 Q1	–	Sell	-1,076	Closed	-$225K	–	620
2024 Q4	$225K	Buy	+1,076	New	+$235K	0.02%	483

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Syon Capital's IEX Position: Q2 2026 in Review

Syon Capital increased its IDEX (IEX) stake by 81% in Q2 2026, buying an estimated $192K and bringing the position to 2,032 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #653.

Syon Capital first reported a position in IEX in Q4 2024 and has held it in 3 quarters since. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Syon Capital held 2,032 shares of IDEX worth $461K as of Q2 2026.
Syon Capital bought 908 IDEX shares in Q2 2026, an estimated $192K.
IDEX made up 0.02% of Syon Capital's portfolio in Q2 2026, its #653 holding.
Syon Capital first reported a position in IDEX in Q4 2024 and has held it in 3 quarters since.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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