Westfield Capital Management
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Westfield Capital Management’s IDEX IEX Stock Holding History

Westfield Capital 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
2026
Q2 		$117M Buy
513,564
+87,545
+21% +$18.5M 0.38% 71
2026
Q1 		$80.8M Buy
426,019
+24,021
+6% +$4.74M 0.34% 97
2025
Q4 		$71.5M Buy
401,998
+3,715
+0.9% +$635K 0.3% 115
2025
Q3 		$64.8M Sell
398,283
-40,381
-9% -$6.82M 0.27% 111
2025
Q2 		$77M Sell
438,664
-6,539
-1% -$1.16M 0.32% 93
2025
Q1 		$80.6M Buy
445,203
+90,947
+26% +$18.1M 0.39% 72
2024
Q4 		$74.1M Sell
354,256
-1,902
-0.5% -$416K 0.32% 91
2024
Q3 		$76.4M Sell
356,158
-34,982
-9% -$7.05M 0.35% 93
2024
Q2 		$78.7M Buy
391,140
+31,260
+9% +$6.83M 0.39% 77
2024
Q1 		$87.8M Sell
359,880
-10,925
-3% -$2.47M 0.46% 71
2023
Q4 		$80.5M Buy
370,805
+10,742
+3% +$2.17M 0.47% 76
2023
Q3 		$74.9M Buy
360,063
+9,266
+3% +$2.01M 0.51% 67
2023
Q2 		$75.5M Buy
350,797
+33,579
+11% +$7.06M 0.48% 75
2023
Q1 		$73.3M Sell
317,218
-278,062
-47% -$63.1M 0.52% 67
2022
Q4 		$136M Buy
595,280
+5,971
+1% +$1.33M 1.05% 16
2022
Q3 		$118M Buy
589,309
+6,518
+1% +$1.32M 0.94% 19
2022
Q2 		$106M Buy
582,791
+56,171
+11% +$10.6M 0.83% 28
2022
Q1 		$101M Buy
526,620
+43,089
+9% +$8.74M 0.65% 48
2021
Q4 		$114M Sell
483,531
-35,396
-7% -$8.04M 0.68% 46
2021
Q3 		$107M Sell
518,927
-15,041
-3% -$3.34M 0.65% 42
2021
Q2 		$118M Buy
533,968
+29,926
+6% +$6.61M 0.7% 40
2021
Q1 		$106M Buy
504,042
+15,597
+3% +$3.09M 0.66% 51
2020
Q4 		$97.3M Buy
488,445
+284,746
+140% +$54.1M 0.58% 58
2020
Q3 		$37.2M Buy
203,699
+34,392
+20% +$5.96M 0.24% 129
2020
Q2 		$26.8M Buy
169,307
+30,499
+22% +$4.66M 0.18% 141
2020
Q1 		$19.2M Buy
+138,808
New +$21.8M 0.17% 146

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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 $3.37T AUM 44.26% 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

Westfield Capital Management's IEX Position: Q2 2026 in Review

Westfield Capital Management increased its IDEX (IEX) stake by 21% in Q2 2026, buying an estimated $18.5M and bringing the position to 513,564 shares worth $117M. The position accounts for 0.38% of the portfolio, ranked #71.

Westfield Capital Management first reported a position in IEX in Q1 2020 and has held it in 26 quarters since. The position peaked at $136M in Q4 2022. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Westfield Capital Management held 513,564 shares of IDEX worth $117M as of Q2 2026.
  • Westfield Capital Management bought 87,545 IDEX shares in Q2 2026, an estimated $18.5M.
  • IDEX made up 0.38% of Westfield Capital Management's portfolio in Q2 2026, its #71 holding.
  • Westfield Capital Management first reported a position in IDEX in Q1 2020 and has held it in 26 quarters since.
  • Westfield Capital Management's IDEX position peaked at $136M in Q4 2022.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.