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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
Q1 		– Sell
-61,800
Closed -$11M – 173
2025
Q4 		$11M Buy
+61,800
New +$10.6M 0.37% 66

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waratah Capital Advisors's IEX Position: Q1 2026 in Review

Waratah Capital Advisors reduced its IDEX (IEX) stake by 71% in Q1 2026, selling an estimated $3.57M and leaving 7,244 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #104.

Waratah Capital Advisors first reported a position in IEX in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.5M in Q4 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Waratah Capital Advisors held 7,244 shares of IDEX worth $1.37M as of Q1 2026.
  • Waratah Capital Advisors sold 18,064 IDEX shares in Q1 2026, an estimated $3.57M.
  • IDEX made up 0.05% of Waratah Capital Advisors's portfolio in Q1 2026, its #104 holding.
  • Waratah Capital Advisors first reported a position in IDEX in Q1 2024 and has held it in 4 quarters since.
  • Waratah Capital Advisors's IDEX position peaked at $4.5M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.