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Arkadios Wealth Advisors’s Installed Building Products IBP Stock Holding History

Arkadios Wealth Advisors’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$685K Sell
2,979
-353
-11% -$85.8K 0.01% 960
2026
Q1 		$884K Sell
3,332
-146
-4% -$43.7K 0.01% 847
2025
Q4 		$902K Buy
3,478
+132
+4% +$34.1K 0.02% 741
2025
Q3 		$825K Buy
3,346
+158
+5% +$37.5K 0.02% 725
2025
Q2 		$575K Sell
3,188
-9
-0.3% -$1.5K 0.02% 786
2025
Q1 		$548K Sell
3,197
-119
-4% -$21.5K 0.02% 678
2024
Q4 		$581K Sell
3,316
-82
-2% -$17.8K 0.03% 493
2024
Q3 		$837K Buy
3,398
+853
+34% +$193K 0.05% 370
2024
Q2 		$523K Buy
2,545
+63
+3% +$14.2K 0.04% 458
2024
Q1 		$642K Sell
2,482
-12
-0.5% -$2.57K 0.05% 332
2023
Q4 		$456K Buy
2,494
+140
+6% +$19.6K 0.04% 392
2023
Q3 		$294K Buy
2,354
+388
+20% +$54.8K 0.03% 489
2023
Q2 		$276K Buy
1,966
+9
+0.5% +$1.06K 0.03% 473
2023
Q1 		$223K Buy
+1,957
New +$211K 0.03% 537

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's IBP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Installed Building Products (IBP) stake by 11% in Q2 2026, selling an estimated $85.8K and leaving 2,979 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #960.

Arkadios Wealth Advisors first reported a position in IBP in Q1 2023 and has held it in 14 quarters since. The position peaked at $902K in Q4 2025. 429 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Arkadios Wealth Advisors held 2,979 shares of Installed Building Products worth $685K as of Q2 2026.
  • Arkadios Wealth Advisors sold 353 Installed Building Products shares in Q2 2026, an estimated $85.8K.
  • Installed Building Products made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #960 holding.
  • Arkadios Wealth Advisors first reported a position in Installed Building Products in Q1 2023 and has held it in 14 quarters since.
  • Arkadios Wealth Advisors's Installed Building Products position peaked at $902K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.