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Weiss Asset Management’s IDEX IEX Stock Holding History

Weiss Asset Management’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
2025
Q3 		– Sell
-334,529
Closed -$58.7M – 695
2025
Q2 		$58.7M Buy
334,529
+104,214
+45% +$18.5M 0.67% 20
2025
Q1 		$41.7M Buy
230,315
+203,262
+751% +$40.5M 0.83% 26
2024
Q4 		$5.66M Buy
+27,053
New +$5.92M 0.11% 184
2020
Q2 		– Sell
-4,279
Closed -$591K – 229
2020
Q1 		$591K Buy
+4,279
New +$671K 0.09% 109

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Weiss Asset Management's IEX Position: Q3 2025 in Review

Weiss Asset Management sold out of IDEX (IEX) in Q3 2025, closing a stake of 334,529 shares — an estimated $58.7M sold.

Weiss Asset Management first reported a position in IEX in Q1 2020 and held it in 4 quarters. The position peaked at $58.7M in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

  • Weiss Asset Management reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
  • Weiss Asset Management sold 334,529 IDEX shares in Q3 2025, an estimated $58.7M.
  • Weiss Asset Management first reported a position in IDEX in Q1 2020 and held it in 4 quarters.
  • Weiss Asset Management's IDEX position peaked at $58.7M in Q2 2025.
  • 634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Weiss Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.