Position in IEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$912,112
+$171,920 QoQ
Shares Held
4,019
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 681 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wealthfront Advisers LLC holds $153,566,052 across 22 Specialty Industrial Machinery names. IEX ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
40,606 | $47,706,365 | |
| 2 | ETN |
Eaton Corp plc
|
58,720 | $25,021,766 | |
| 3 | PH |
Parker-Hannifin Corp
|
15,110 | $14,779,393 | |
| 4 | ITW |
Illinois Tool Works Inc
|
46,413 | $12,553,324 | |
| 5 | CMI |
Cummins Inc
|
17,320 | $12,352,797 | |
| 6 | AME |
Ametek Inc/
|
37,117 | $8,980,086 | |
| 7 | EMR |
Emerson Electric Co
|
53,911 | $7,717,359 | |
| 8 | DOV |
DOVER Corp
|
28,013 | $6,282,755 |
All Filings in IEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,112 | 4,019 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $740,192 | 3,905 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $654,641 | 3,679 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $540,200 | 3,319 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $588,510 | 3,352 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $657,464 | 3,633 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $728,119 | 3,479 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $747,747 | 3,486 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $727,338 | 3,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $920,443 | 3,772 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $843,038 | 3,883 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $837,904 | 4,028 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $888,808 | 4,129 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $978,181 | 4,234 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $985,472 | 4,316 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $888,533 | 4,446 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $824,963 | 4,542 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $965,360 | 5,035 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,496,141 | 6,331 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,213,140 | 5,862 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,342,084 | 6,099 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,240,221 | 5,925 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,381,053 | 6,933 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,122,733 | 6,155 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $870,484 | 5,508 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||