Axa
IESC icon

Axa’s IES Holdings IESC Stock Holding History

Axa’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
2025
Q3 		– Sell
-19,998
Closed -$2.96M – 552
2025
Q2 		$2.96M Buy
19,998
+1,264
+7% +$149K 0.01% 682
2025
Q1 		$1.55M Sell
18,734
-4,430
-19% -$462K 0.01% 781
2024
Q4 		$2.33M Buy
+23,164
New +$2.78M 0.01% 726
2018
Q1 		– Sell
-90,244
Closed -$778K – 1394
2017
Q4 		$778K Buy
90,244
+33,844
+60% +$305K ﹤0.01% 1070
2017
Q3 		$488K Buy
56,400
+6,000
+12% +$49.9K ﹤0.01% 1111
2017
Q2 		$457K Hold
50,400
– – ﹤0.01% 1072
2017
Q1 		$456K Buy
50,400
+17,200
+52% +$166K ﹤0.01% 1094
2016
Q4 		$318K Buy
+33,200
New +$296K ﹤0.01% 1132
2016
Q3 		– Sell
-11,400
Closed -$71K – 1267
2016
Q2 		$71K Buy
+11,400
New +$77.9K ﹤0.01% 1274

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Axa's IESC Position: Q3 2025 in Review

Axa sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 19,998 shares — an estimated $2.96M sold.

Axa first reported a position in IESC in Q2 2016 and held it in 9 quarters. The position peaked at $2.96M in Q2 2025. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • Axa reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
  • Axa sold 19,998 IES Holdings shares in Q3 2025, an estimated $2.96M.
  • Axa first reported a position in IES Holdings in Q2 2016 and held it in 9 quarters.
  • Axa's IES Holdings position peaked at $2.96M in Q2 2025.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.