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Waverly Advisors’s IDEX IEX Stock Holding History

Waverly 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 		$917K Sell
4,040
-954
-19% -$202K 0.01% 928
2026
Q1 		$947K Buy
4,994
+290
+6% +$57.2K 0.01% 851
2025
Q4 		$837K Buy
+4,704
New +$804K 0.01% 814

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 $3.38T AUM 44.17% 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

Waverly Advisors's IEX Position: Q2 2026 in Review

Waverly Advisors reduced its IDEX (IEX) stake by 19% in Q2 2026, selling an estimated $202K and leaving 4,040 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #928.

Waverly Advisors first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $947K in Q1 2026. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Waverly Advisors held 4,040 shares of IDEX worth $917K as of Q2 2026.
  • Waverly Advisors sold 954 IDEX shares in Q2 2026, an estimated $202K.
  • IDEX made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #928 holding.
  • Waverly Advisors first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's IDEX position peaked at $947K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.