Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s IDEX IEX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$24.9M Sell
109,791
-34,652
-24% -$7.33M 0.04% 360
2026
Q1 		$27.4M Sell
144,443
-9,136
-6% -$1.8M 0.05% 316
2025
Q4 		$27.5M Sell
153,579
-527
-0.3% -$90K 0.04% 324
2025
Q3 		$25.1M Buy
154,106
+557
+0.4% +$94.1K 0.04% 343
2025
Q2 		$27M Buy
153,549
+28,826
+23% +$5.11M 0.05% 322
2025
Q1 		$22.6M Buy
124,723
+13,881
+13% +$2.76M 0.05% 342
2024
Q4 		$23.2M Buy
+110,842
New +$24.3M 0.05% 337

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Universal-Beteiligungs- und Servicegesellschaft's IEX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its IDEX (IEX) stake by 24% in Q2 2026, selling an estimated $7.33M and leaving 109,791 shares worth $24.9M. The position accounts for 0.04% of the portfolio, ranked #360.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.5M in Q4 2025. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 109,791 shares of IDEX worth $24.9M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 34,652 IDEX shares in Q2 2026, an estimated $7.33M.
  • IDEX made up 0.04% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #360 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in IDEX in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's IDEX position peaked at $27.5M in Q4 2025.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.