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Tortoise Investment Management’s IDEX IEX Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-6
Closed -$977 – 788
2025
Q3 		$977 Sell
6
-7
-54% -$1.18K ﹤0.01% 1046
2025
Q2 		$2.28K Buy
13
+4
+44% +$709 ﹤0.01% 772
2025
Q1 		$1.63K Hold
9
– – ﹤0.01% 727
2024
Q4 		$1.88K Hold
9
– – ﹤0.01% 763
2024
Q3 		$1.93K Sell
9
-3
-25% -$605 ﹤0.01% 768
2024
Q2 		$2.41K Hold
12
– – ﹤0.01% 761
2024
Q1 		$2.93K Buy
+12
New +$2.71K ﹤0.01% 724

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Tortoise Investment Management's IEX Position: Q4 2025 in Review

Tortoise Investment Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 6 shares — an estimated $977 sold.

Tortoise Investment Management first reported a position in IEX in Q1 2024 and held it in 7 quarters. The position peaked at $2.93K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • Tortoise Investment Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 6 IDEX shares in Q4 2025, an estimated $977.
  • Tortoise Investment Management first reported a position in IDEX in Q1 2024 and held it in 7 quarters.
  • Tortoise Investment Management's IDEX position peaked at $2.93K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.