Union Bancaire Privee’s IDEX IEX Stock Holding History

Union Bancaire Privee’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	–	Sell	-265	Closed	-$36.8K	–	518
2026 Q1	$36.8K	Buy	+265	New	+$52.3K	﹤0.01%	453

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

Union Bancaire Privee's IEX Position: Q2 2026 in Review

Union Bancaire Privee sold out of IDEX (IEX) in Q2 2026, closing a stake of 265 shares — an estimated $36.8K sold.

Union Bancaire Privee first reported a position in IEX in Q1 2026 and held it in 1 quarter. The position peaked at $36.8K in Q1 2026. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Union Bancaire Privee reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
Union Bancaire Privee sold 265 IDEX shares in Q2 2026, an estimated $36.8K.
Union Bancaire Privee first reported a position in IDEX in Q1 2026 and held it in 1 quarter.
Union Bancaire Privee's IDEX position peaked at $36.8K in Q1 2026.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.