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Evelyn Partners Group Ltd’s IDEX IEX Stock Holding History

Evelyn Partners Group Ltd’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 		$56.9M Buy
+250,896
New +$53.1M 0.12% 22

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Evelyn Partners Group Ltd's IEX Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in IDEX (IEX) in Q2 2026: 250,896 shares worth $56.9M. The stake represents 0.12% of the portfolio and ranks #22 among its holdings.

320 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Evelyn Partners Group Ltd held 250,896 shares of IDEX worth $56.9M as of Q2 2026.
  • IDEX was a new Evelyn Partners Group Ltd position in Q2 2026.
  • IDEX made up 0.12% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #22 holding.
  • 320 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.