LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in IEX — Idex Corp /De/
CIK 932974
BOSTON, MA
Position in IEX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$11,347
+$1,870 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#586
of 677 holders
Holding Since
Dec 2020
3 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $237,462,284 across 16 Specialty Industrial Machinery names. IEX ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
204,898 | $200,414,831 | |
| 2 | ROK |
Rockwell Automation, Inc
|
21,550 | $10,668,974 | |
| 3 | ITW |
Illinois Tool Works Inc
|
33,870 | $9,160,818 | |
| 4 | CMI |
Cummins Inc
|
7,517 | $5,361,199 | |
| 5 | GEV |
GE Vernova Inc.
|
2,340 | $2,749,172 | |
| 6 | GNRC |
Generac Holdings Inc.
|
8,655 | $2,534,270 | |
| 7 | EMR |
Emerson Electric Co
|
11,096 | $1,588,392 | |
| 8 | ETN |
Eaton Corp plc
|
2,642 | $1,125,809 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,347 | 50 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,477 | 50 | Shares | Sole | 2026-04-13 | |
| 2020-12-31 | $3,187 | 16 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||