Wallace Weitz's IEX Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 406.5K shares of IDEX Corporation (IEX) worth $66.16 M, representing 3.59% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in IEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 170.5K shares. Largest reduction occurred in Q4 2022, reducing 5.0K shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's IDEX Corporation (IEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly IDEX Corporation (IEX) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +63,394 | New Buy | 63,394 | $138.10 |
| Q2 2020 | +6,306 | Add 9.95% | 69,700 | $158.03 |
| Q4 2021 | +744 | Add 1.07% | 70,444 | $236.32 |
| Q1 2022 | +1,456 | Add 2.07% | 71,900 | $191.72 |
| Q2 2022 | +1,200 | Add 1.67% | 73,100 | $181.63 |
| Q3 2022 | -1,000 | Reduce 1.37% | 72,100 | $199.85 |
| Q4 2022 | -5,000 | Reduce 6.93% | 67,100 | $228.33 |
| Q2 2023 | -300 | Reduce 0.45% | 66,800 | $215.26 |
| Q3 2023 | +100 | Add 0.15% | 66,900 | $208.02 |
| Q2 2024 | +170,500 | Add 254.86% | 237,400 | $201.20 |
| Q3 2024 | +45,250 | Add 19.06% | 282,650 | $214.50 |
| Q4 2024 | +47,850 | Add 16.93% | 330,500 | $209.29 |
| Q1 2025 | +70,725 | Add 21.40% | 401,225 | $180.97 |
| Q2 2025 | +5,000 | Add 1.25% | 406,225 | $175.57 |
| Q3 2025 | +250 | Add 0.06% | 406,475 | $162.76 |
Wallace Weitz's IDEX Corporation Investment FAQs
Wallace Weitz first purchased IDEX Corporation (IEX) in Q1 2020, acquiring 63,394 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held IDEX Corporation (IEX) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to IDEX Corporation (IEX) was in Q2 2024, adding 237,400 shares worth $47.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 406,475 shares of IDEX Corporation (IEX), valued at approximately $66.16 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 3.59% of Wallace Weitz'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.
Wallace Weitz's peak holding in IDEX Corporation (IEX) was 406,475 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.