Ken Fisher's IEX Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 655,587 shares of IDEX Corporation (IEX) worth $116.66 M, representing 0.04% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 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 245,293 shares. Largest reduction occurred in Q4 2025, reducing 69,215 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -69,215 | Reduce 9.55% | 655,587 | $177.94 |
| Q3 2025 | +17,579 | Add 2.49% | 724,802 | $162.76 |
| Q2 2025 | +47,899 | Add 7.26% | 707,223 | $175.57 |
| Q1 2025 | -4,578 | Reduce 0.69% | 659,324 | $180.97 |
| Q4 2024 | +4,896 | Add 0.74% | 663,902 | $209.29 |
| Q3 2024 | +46,770 | Add 7.64% | 659,006 | $214.50 |
| Q2 2024 | +48,351 | Add 8.57% | 612,236 | $201.20 |
| Q1 2024 | +134,864 | Add 31.44% | 563,885 | $244.02 |
| Q4 2023 | +15,633 | Add 3.78% | 429,021 | $217.11 |
| Q3 2023 | +543 | Add 0.13% | 413,388 | $208.02 |
| Q2 2023 | +35,731 | Add 9.47% | 412,845 | $215.26 |
| Q1 2023 | +245,293 | Add 186.08% | 377,114 | $231.03 |
| Q4 2022 | +2,337 | Add 1.80% | 131,821 | $228.33 |
| Q3 2022 | +129,484 | New Buy | 129,484 | $199.85 |
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 14 quarters since Q3 2022.
Ken Fisher's largest addition to IDEX Corporation (IEX) was in Q1 2023, adding 377,114 shares worth $87.12 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 655,587 shares of IDEX Corporation (IEX), valued at approximately $116.66 M.
As of the Q4 2025 filing, IDEX Corporation (IEX) represents approximately 0.04% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in IDEX Corporation (IEX) was 724,802 shares, as reported at the end of Q3 2025.