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Wallace Weitz’s IDEX IEX Stock Holding History

Wallace Weitz’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 		$57.3M Sell
252,400
-11,900
-5% -$2.52M 3.97% 10
2026
Q1 		$50.1M Sell
264,300
-127,175
-32% -$25.1M 3.5% 11
2025
Q4 		$69.7M Sell
391,475
-15,000
-4% -$2.56M 4.13% 10
2025
Q3 		$66.2M Buy
406,475
+250
+0.1% +$42.2K 3.59% 10
2025
Q2 		$71.3M Buy
406,225
+5,000
+1% +$886K 3.84% 8
2025
Q1 		$72.6M Buy
401,225
+70,725
+21% +$14.1M 3.86% 6
2024
Q4 		$69.2M Buy
330,500
+47,850
+17% +$10.5M 3.57% 8
2024
Q3 		$60.6M Buy
282,650
+45,250
+19% +$9.12M 2.99% 12
2024
Q2 		$47.8M Buy
237,400
+170,500
+255% +$37.2M 2.51% 14
2024
Q1 		$16.3M Hold
66,900
– – 0.82% 36
2023
Q4 		$14.5M Hold
66,900
– – 0.77% 39
2023
Q3 		$13.9M Buy
66,900
+100
+0.1% +$21.7K 0.77% 39
2023
Q2 		$14.4M Sell
66,800
-300
-0.4% -$63.1K 0.77% 38
2023
Q1 		$15.5M Hold
67,100
– – 0.89% 37
2022
Q4 		$15.3M Sell
67,100
-5,000
-7% -$1.12M 0.87% 36
2022
Q3 		$14.4M Sell
72,100
-1,000
-1% -$202K 0.85% 36
2022
Q2 		$13.3M Buy
73,100
+1,200
+2% +$226K 0.69% 45
2022
Q1 		$13.8M Buy
71,900
+1,456
+2% +$295K 0.61% 45
2021
Q4 		$16.6M Buy
70,444
+744
+1% +$169K 0.67% 44
2021
Q3 		$14.4M Hold
69,700
– – 0.6% 44
2021
Q2 		$15.3M Hold
69,700
– – 0.65% 44
2021
Q1 		$14.6M Hold
69,700
– – 0.64% 44
2020
Q4 		$13.9M Hold
69,700
– – 0.59% 46
2020
Q3 		$12.7M Hold
69,700
– – 0.6% 46
2020
Q2 		$11M Buy
69,700
+6,306
+10% +$964K 0.55% 45
2020
Q1 		$8.76M Buy
+63,394
New +$9.95M 0.46% 48

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 $3.37T AUM 44.26% 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

Wallace Weitz's IEX Position: Q2 2026 in Review

Wallace Weitz reduced its IDEX (IEX) stake by 4.5% in Q2 2026, selling an estimated $2.52M and leaving 252,400 shares worth $57.3M. The position accounts for 3.97% of the portfolio, ranked #10.

Wallace Weitz first reported a position in IEX in Q1 2020 and has held it in 26 quarters since. The position peaked at $72.6M in Q1 2025. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Wallace Weitz held 252,400 shares of IDEX worth $57.3M as of Q2 2026.
  • Wallace Weitz sold 11,900 IDEX shares in Q2 2026, an estimated $2.52M.
  • IDEX made up 3.97% of Wallace Weitz's portfolio in Q2 2026, its #10 holding.
  • Wallace Weitz first reported a position in IDEX in Q1 2020 and has held it in 26 quarters since.
  • Wallace Weitz's IDEX position peaked at $72.6M in Q1 2025.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Weitz Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.