Vontobel Holding
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Vontobel Holding’s IDEX IEX Stock Holding History

Vontobel Holding’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
Q3 		$5.01M Sell
21,984
-2,215
-9% -$505K 0.02% 442
2026
Q2 		$5.49M Buy
24,199
+398
+2% +$84.2K 0.02% 433
2026
Q1 		$4.51M Sell
23,801
-387
-2% -$76.4K 0.02% 385
2025
Q4 		$4.3M Sell
24,188
-963
-4% -$165K 0.01% 416
2025
Q3 		$4.09M Sell
25,151
-456
-2% -$77K 0.01% 419
2025
Q2 		$4.5M Sell
25,607
-435
-2% -$77.1K 0.01% 374
2025
Q1 		$4.71M Sell
26,042
-2,933
-10% -$584K 0.02% 326
2024
Q4 		$6.06M Buy
28,975
+11,925
+70% +$2.61M 0.02% 286
2024
Q3 		$3.66M Sell
17,050
-6,757
-28% -$1.36M 0.01% 369
2024
Q2 		$4.79M Buy
23,807
+414
+2% +$90.4K 0.02% 307
2024
Q1 		$5.71M Sell
23,393
-1,540
-6% -$348K 0.05% 296
2023
Q4 		$5.41M Buy
24,933
+5,552
+29% +$1.12M 0.05% 296
2023
Q3 		$4.03M Sell
19,381
-7,405
-28% -$1.61M 0.04% 321
2023
Q2 		$5.77M Sell
26,786
-909
-3% -$191K 0.05% 278
2023
Q1 		$6.4M Sell
27,695
-8,507
-23% -$1.93M 0.06% 255
2022
Q4 		$8.22M Sell
36,202
-6,416
-15% -$1.43M 0.08% 222
2022
Q3 		$8.53M Buy
42,618
+3,240
+8% +$655K 0.1% 190
2022
Q2 		$7.13M Buy
39,378
+2,068
+6% +$390K 0.08% 214
2022
Q1 		$7.29M Sell
37,310
-4,725
-11% -$958K 0.06% 235
2021
Q4 		$9.9M Buy
42,035
+5,996
+17% +$1.36M 0.08% 194
2021
Q3 		$7.46M Buy
36,039
+2,915
+9% +$647K 0.07% 207
2021
Q2 		$7.31M Buy
33,124
+8,838
+36% +$1.95M 0.06% 221
2021
Q1 		$5.08M Buy
24,286
+1,763
+8% +$350K 0.04% 244
2020
Q4 		$4.47M Buy
+22,523
New +$4.28M 0.03% 280

Other funds holding IEX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Vontobel Holding's IEX Position: Q3 2026 in Review

Vontobel Holding reduced its IDEX (IEX) stake by 9.2% in Q3 2026, selling an estimated $505K and leaving 21,984 shares worth $5.01M. The position accounts for 0.02% of the portfolio, ranked #442.

Vontobel Holding first reported a position in IEX in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.9M in Q4 2021. 494 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Vontobel Holding held 21,984 shares of IDEX worth $5.01M as of Q3 2026.
  • Vontobel Holding sold 2,215 IDEX shares in Q3 2026, an estimated $505K.
  • IDEX made up 0.02% of Vontobel Holding's portfolio in Q3 2026, its #442 holding.
  • Vontobel Holding first reported a position in IDEX in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's IDEX position peaked at $9.9M in Q4 2021.
  • 494 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.