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Winton Group’s IDEX IEX Stock Holding History

Winton 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 		– Sell
-2,651
Closed -$502K – 1332
2026
Q1 		$502K Sell
2,651
-25,182
-90% -$4.97M 0.02% 711
2025
Q4 		$4.95M Sell
27,833
-1,549
-5% -$265K 0.17% 184
2025
Q3 		$4.78M Buy
+29,382
New +$4.96M 0.18% 178
2021
Q1 		– Sell
-1,518
Closed -$302K – 1406
2020
Q4 		$302K Sell
1,518
-2,791
-65% -$531K 0.02% 1043
2020
Q3 		$786K Buy
+4,309
New +$746K 0.03% 916
2018
Q3 		– Sell
-72,334
Closed -$9.87M – 1058
2018
Q2 		$9.87M Buy
72,334
+17,540
+32% +$2.45M 0.25% 135
2018
Q1 		$7.81M Buy
54,794
+3,065
+6% +$428K 0.22% 117
2017
Q4 		$6.83M Buy
+51,729
New +$6.66M 0.2% 139
2017
Q1 		– Sell
-28,780
Closed -$2.59M – 459
2016
Q4 		$2.59M Buy
+28,780
New +$2.6M 0.09% 221
2015
Q1 		– Sell
-32,290
Closed -$2.51M – 461
2014
Q4 		$2.51M Sell
32,290
-29,615
-48% -$2.21M 0.03% 368
2014
Q3 		$4.48M Sell
61,905
-6,715
-10% -$518K 0.03% 387
2014
Q2 		$5.54M Buy
+68,620
New +$5.19M 0.04% 373

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

Winton Group's IEX Position: Q2 2026 in Review

Winton Group sold out of IDEX (IEX) in Q2 2026, closing a stake of 2,651 shares — an estimated $502K sold.

Winton Group first reported a position in IEX in Q2 2014 and held it in 12 quarters. The position peaked at $9.87M in Q2 2018. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Winton Group reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 2,651 IDEX shares in Q2 2026, an estimated $502K.
  • Winton Group first reported a position in IDEX in Q2 2014 and held it in 12 quarters.
  • Winton Group's IDEX position peaked at $9.87M in Q2 2018.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.