Bridgewater Advisors’s IES Holdings IESC Stock Holding History

Bridgewater Advisors’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	$996K	Sell	2,748 -3,938	-59%	-$1.27M	0.05%	155
2026 Q1	$2.27M	Hold	6,686	–	–	0.13%	74
2025 Q4	$1.59M	Hold	6,686	–	–	0.1%	97
2025 Q3	$1.32M	Hold	6,686	–	–	0.09%	106
2025 Q2	$1.14M	Hold	6,686	–	–	0.09%	118
2025 Q1	$665K	Buy	+6,686	New	+$697K	0.06%	181
2022 Q2	–	Sell	-11,856	Closed	-$238K	–	235
2022 Q1	$238K	Hold	11,856	–	–	0.06%	213
2021 Q4	$300K	Hold	11,856	–	–	0.07%	197
2021 Q3	$271K	Hold	11,856	–	–	0.07%	199
2021 Q2	$304K	Hold	11,856	–	–	0.1%	183
2021 Q1	$287K	Buy	+11,856	New	+$285K	0.15%	128

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bridgewater Advisors's IESC Position: Q2 2026 in Review

Bridgewater Advisors reduced its IES Holdings (IESC) stake by 59% in Q2 2026, selling an estimated $1.27M and leaving 2,748 shares worth $996K. The position accounts for 0.05% of the portfolio, ranked #155.

Bridgewater Advisors first reported a position in IESC in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.27M in Q1 2026. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Bridgewater Advisors held 2,748 shares of IES Holdings worth $996K as of Q2 2026.
Bridgewater Advisors sold 3,938 IES Holdings shares in Q2 2026, an estimated $1.27M.
IES Holdings made up 0.05% of Bridgewater Advisors's portfolio in Q2 2026, its #155 holding.
Bridgewater Advisors first reported a position in IES Holdings in Q1 2021 and has held it in 11 quarters since.
Bridgewater Advisors's IES Holdings position peaked at $2.27M in Q1 2026.
414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.