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Bridgewater Associates’s IES Holdings IESC Stock Holding History

Bridgewater Associates’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 		$7.43M Sell
20,228
-24,094
-54% -$7.78M 0.03% 392
2026
Q1 		$10.6M Sell
44,322
-1,950
-4% -$447K 0.05% 257
2025
Q4 		$9M Buy
46,272
+11,564
+33% +$2.32M 0.03% 383
2025
Q3 		$6.9M Buy
+34,708
New +$5.97M 0.03% 410

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 $3.37T AUM 44.26% 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

Bridgewater Associates's IESC Position: Q2 2026 in Review

Bridgewater Associates reduced its IES Holdings (IESC) stake by 54% in Q2 2026, selling an estimated $7.78M and leaving 20,228 shares worth $7.43M. The position accounts for 0.03% of the portfolio, ranked #392.

Bridgewater Associates first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.6M in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Bridgewater Associates held 20,228 shares of IES Holdings worth $7.43M as of Q2 2026.
  • Bridgewater Associates sold 24,094 IES Holdings shares in Q2 2026, an estimated $7.78M.
  • IES Holdings made up 0.03% of Bridgewater Associates's portfolio in Q2 2026, its #392 holding.
  • Bridgewater Associates first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • Bridgewater Associates's IES Holdings position peaked at $10.6M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.