Waddell & Associates’s IDEX IEX Stock Holding History

Waddell & Associates’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	$212K	Buy	+936	New	+$198K	0.01%	502

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Waddell & Associates's IEX Position: Q2 2026 in Review

Waddell & Associates opened a new position in IDEX (IEX) in Q2 2026: 936 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings.

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

Waddell & Associates held 936 shares of IDEX worth $212K as of Q2 2026.
IDEX was a new Waddell & Associates position in Q2 2026.
IDEX made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #502 holding.
170 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.