Ken Fisher's IEX Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 724.8K shares of IDEX Corporation (IEX) worth $117.97 M, representing 0.04% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 245.3K shares. Largest reduction occurred in Q1 2025, reducing 4.6K shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's IDEX Corporation (IEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly IDEX Corporation (IEX) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2022 | +129,484 | New Buy | 129,484 | $199.85 |
| Q4 2022 | +2,337 | Add 1.80% | 131,821 | $228.33 |
| Q1 2023 | +245,293 | Add 186.08% | 377,114 | $231.03 |
| Q2 2023 | +35,731 | Add 9.47% | 412,845 | $215.26 |
| Q3 2023 | +543 | Add 0.13% | 413,388 | $208.02 |
| Q4 2023 | +15,633 | Add 3.78% | 429,021 | $217.11 |
| Q1 2024 | +134,864 | Add 31.44% | 563,885 | $244.02 |
| Q2 2024 | +48,351 | Add 8.57% | 612,236 | $201.20 |
| Q3 2024 | +46,770 | Add 7.64% | 659,006 | $214.50 |
| Q4 2024 | +4,896 | Add 0.74% | 663,902 | $209.29 |
| Q1 2025 | -4,578 | Reduce 0.69% | 659,324 | $180.97 |
| Q2 2025 | +47,899 | Add 7.26% | 707,223 | $175.57 |
| Q3 2025 | +17,579 | Add 2.49% | 724,802 | $162.76 |
Ken Fisher's IDEX Corporation Investment FAQs
Ken Fisher first purchased IDEX Corporation (IEX) in Q3 2022, acquiring 129,484 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held IDEX Corporation (IEX) for 13 quarters since Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to IDEX Corporation (IEX) was in Q1 2023, adding 377,114 shares worth $87.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 724,802 shares of IDEX Corporation (IEX), valued at approximately $117.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, IDEX Corporation (IEX) represents approximately 0.04% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in IDEX Corporation (IEX) was 724,802 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.