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Atria Investments’s IES Holdings IESC Stock Holding History

Atria Investments’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460K Sell
1,252
-400
-24% -$129K ﹤0.01% 1571
2026
Q1 		$394K Sell
1,652
-60
-4% -$13.8K ﹤0.01% 1579
2025
Q4 		$333K Sell
1,712
-62
-3% -$12.5K ﹤0.01% 1682
2025
Q3 		$353K Sell
1,774
-190
-10% -$32.7K ﹤0.01% 1628
2025
Q2 		$291K Buy
+1,964
New +$231K ﹤0.01% 1728

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atria Investments's IESC Position: Q2 2026 in Review

Atria Investments reduced its IES Holdings (IESC) stake by 24% in Q2 2026, selling an estimated $129K and leaving 1,252 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Atria Investments first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Atria Investments held 1,252 shares of IES Holdings worth $460K as of Q2 2026.
  • Atria Investments sold 400 IES Holdings shares in Q2 2026, an estimated $129K.
  • IES Holdings made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1571 holding.
  • Atria Investments first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.