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Waratah Capital Advisors’s IDEX IEX Stock Holding History

Waratah Capital Advisors’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
-7,244
Closed -$1.37M – 164
2026
Q1 		$1.37M Sell
7,244
-18,064
-71% -$3.57M 0.05% 104
2025
Q4 		$4.5M Buy
+25,308
New +$4.32M 0.15% 105
2025
Q3 		– Sell
-10,407
Closed -$1.83M – 210
2025
Q2 		$1.83M Buy
+10,407
New +$1.84M 0.05% 132
2024
Q2 		– Sell
-2,563
Closed -$625K – 154
2024
Q1 		$625K Buy
+2,563
New +$579K 0.02% 128

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

Waratah Capital Advisors's IEX Position: Q2 2026 in Review

Waratah Capital Advisors sold out of IDEX (IEX) in Q2 2026, closing a stake of 7,244 shares — an estimated $1.37M sold.

Waratah Capital Advisors first reported a position in IEX in Q1 2024 and held it in 4 quarters. The position peaked at $4.5M in Q4 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Waratah Capital Advisors reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Waratah Capital Advisors sold 7,244 IDEX shares in Q2 2026, an estimated $1.37M.
  • Waratah Capital Advisors first reported a position in IDEX in Q1 2024 and held it in 4 quarters.
  • Waratah Capital Advisors's IDEX position peaked at $4.5M in Q4 2025.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.