Capstone Investment Advisors
IESC icon

Capstone Investment Advisors’s IES Holdings IESC Stock Holding History

Capstone Investment 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 		$347K Sell
946
-848
-47% -$274K ﹤0.01% 1387
2026
Q1 		$427K Buy
1,794
+136
+8% +$31.2K ﹤0.01% 1217
2025
Q4 		$322K Buy
+1,658
New +$333K ﹤0.01% 1313

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

Capstone Investment Advisors's IESC Position: Q2 2026 in Review

Capstone Investment Advisors reduced its IES Holdings (IESC) stake by 47% in Q2 2026, selling an estimated $274K and leaving 946 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Capstone Investment Advisors first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. The position peaked at $427K in Q1 2026. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Capstone Investment Advisors held 946 shares of IES Holdings worth $347K as of Q2 2026.
  • Capstone Investment Advisors sold 848 IES Holdings shares in Q2 2026, an estimated $274K.
  • IES Holdings made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1387 holding.
  • Capstone Investment Advisors first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
  • Capstone Investment Advisors's IES Holdings position peaked at $427K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.