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Avior Wealth Management’s Installed Building Products IBP Stock Holding History

Avior Wealth Management’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 		– Sell
-1,003
Closed -$266K – 841
2026
Q1 		$266K Buy
+1,003
New +$300K 0.01% 718
2025
Q1 		– Sell
-29
Closed -$5.08K – 1477
2024
Q4 		$5.08K Buy
29
+8
+38% +$1.74K ﹤0.01% 1849
2024
Q3 		$5.17K Sell
21
-12
-36% -$2.71K ﹤0.01% 1772
2024
Q2 		$6.79K Sell
33
-74
-69% -$16.7K ﹤0.01% 1632
2024
Q1 		$27.7K Buy
107
+74
+224% +$15.9K ﹤0.01% 1470
2023
Q4 		$6.03K Hold
33
– – ﹤0.01% 1094
2023
Q3 		$4.12K Hold
33
– – ﹤0.01% 1248
2023
Q2 		$4.63K Hold
33
– – ﹤0.01% 1185
2023
Q1 		$3.76K Buy
+33
New +$3.56K ﹤0.01% 1275

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

Avior Wealth Management's IBP Position: Q2 2026 in Review

Avior Wealth Management sold out of Installed Building Products (IBP) in Q2 2026, closing a stake of 1,003 shares — an estimated $266K sold.

Avior Wealth Management first reported a position in IBP in Q1 2023 and held it in 9 quarters. The position peaked at $266K in Q1 2026. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Avior Wealth Management reported no remaining Installed Building Products position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 1,003 Installed Building Products shares in Q2 2026, an estimated $266K.
  • Avior Wealth Management first reported a position in Installed Building Products in Q1 2023 and held it in 9 quarters.
  • Avior Wealth Management's Installed Building Products position peaked at $266K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.