Welch Group’s IDEX IEX Stock Holding History

Welch Group’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	$841K	Hold	3,707	–	–	0.03%	140
2026 Q1	$703K	Hold	3,707	–	–	0.03%	147
2025 Q4	$660K	Buy	3,707 +7	+0.2%	+$1.2K	0.03%	147
2025 Q3	$602K	Hold	3,700	–	–	0.02%	147
2025 Q2	$650K	Hold	3,700	–	–	0.03%	132
2025 Q1	$669K	Hold	3,700	–	–	0.03%	121
2024 Q4	$773K	Hold	3,700	–	–	0.03%	114
2024 Q3	$794K	Hold	3,700	–	–	0.03%	109
2024 Q2	$744K	Buy	3,700 +1,000	+37%	+$218K	0.04%	112
2024 Q1	$659K	Hold	2,700	–	–	0.03%	109
2023 Q4	$586K	Buy	2,700 +700	+35%	+$141K	0.03%	113
2023 Q3	$416K	Hold	2,000	–	–	0.02%	121
2023 Q2	$431K	Hold	2,000	–	–	0.02%	120
2023 Q1	$462K	Hold	2,000	–	–	0.03%	114
2022 Q4	$457K	Sell	2,000 -196	-9%	-$43.8K	0.03%	122
2022 Q3	$439K	Hold	2,196	–	–	0.03%	105
2022 Q2	$399K	Hold	2,196	–	–	0.02%	117
2022 Q1	$421K	Hold	2,196	–	–	0.02%	130
2021 Q4	$519K	Hold	2,196	–	–	0.03%	122
2021 Q3	$454K	Hold	2,196	–	–	0.03%	113
2021 Q2	$483K	Hold	2,196	–	–	0.03%	110
2021 Q1	$460K	Buy	+2,196	New	+$435K	0.03%	110

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Welch Group's IEX Position: Q2 2026 in Review

Welch Group held its IDEX (IEX) position steady in Q2 2026 at 3,707 shares worth $841K. The position accounts for 0.03% of the portfolio, ranked #140.

Welch Group first reported a position in IEX in Q1 2021 and has held it in 22 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Welch Group held 3,707 shares of IDEX worth $841K as of Q2 2026.
Welch Group left its IDEX share count unchanged in Q2 2026.
IDEX made up 0.03% of Welch Group's portfolio in Q2 2026, its #140 holding.
Welch Group first reported a position in IDEX in Q1 2021 and has held it in 22 quarters since.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.