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 Q3	$874K	Buy	3,832 +125	+3%	+$28.5K	0.03%	140
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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Welch Group's IEX Position: Q3 2026 in Review

Welch Group increased its IDEX (IEX) stake by 3.4% in Q3 2026, buying an estimated $28.5K and bringing the position to 3,832 shares worth $874K. 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 23 quarters since. 205 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Welch Group held 3,832 shares of IDEX worth $874K as of Q3 2026.
Welch Group bought 125 IDEX shares in Q3 2026, an estimated $28.5K.
IDEX made up 0.03% of Welch Group's portfolio in Q3 2026, its #140 holding.
Welch Group first reported a position in IDEX in Q1 2021 and has held it in 23 quarters since.
205 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.