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Terry Smith’s IDEX IEX Stock Holding History

Terry Smith’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
2025
Q1 		– Sell
-362,501
Closed -$75.9M – 39
2024
Q4 		$75.9M Hold
362,501
– – 0.32% 29
2024
Q3 		$77.8M Hold
362,501
– – 0.31% 32
2024
Q2 		$72.9M Sell
362,501
-11,401
-3% -$2.49M 0.3% 33
2024
Q1 		$91.2M Sell
373,902
-10,095
-3% -$2.28M 0.36% 29
2023
Q4 		$83.4M Sell
383,997
-5,011
-1% -$1.01M 0.35% 31
2023
Q3 		$80.9M Sell
389,008
-2,116
-0.5% -$459K 0.37% 30
2023
Q2 		$84.2M Buy
391,124
+127,384
+48% +$26.8M 0.35% 30
2023
Q1 		$60.9M Hold
263,740
– – 0.26% 32
2022
Q4 		$60.2M Buy
263,740
+167,812
+175% +$37.5M 0.28% 32
2022
Q3 		$19.2M Buy
+95,928
New +$19.4M 0.09% 41

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Terry Smith's IEX Position: Q1 2025 in Review

Terry Smith sold out of IDEX (IEX) in Q1 2025, closing a stake of 362,501 shares — an estimated $75.9M sold.

Terry Smith first reported a position in IEX in Q3 2022 and held it in 10 quarters. The position peaked at $91.2M in Q1 2024. 639 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Terry Smith reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Terry Smith sold 362,501 IDEX shares in Q1 2025, an estimated $75.9M.
  • Terry Smith first reported a position in IDEX in Q3 2022 and held it in 10 quarters.
  • Terry Smith's IDEX position peaked at $91.2M in Q1 2024.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Fundsmith LLP's 13F filing for Q1 2025, filed 15 May 2025.