Wellington Management · IEX Holdings Trend
IDEX Corporation · SEC 13F
Wellington Management Holdings of IEX by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.0M | $508M | — |
| 2024Q2 | 1.4M | $300M | -40.9% |
| 2024Q3 | 2.9M | $645M | +114.9% |
| 2024Q4 | 4.4M | $964M | +49.4% |
| 2025Q1 | 5.3M | $1.0B | +4.4% |
| 2025Q2 | 6.5M | $1.2B | +19.4% |
| 2025Q3 | 6.7M | $1.2B | -2.3% |
| 2025Q4 | 6.5M | $1.5B | +31.2% |
| 2026Q1 | 2.5M | $743M | -51.8% |
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Data source: SEC EDGAR Form 13F