Clearstead Advisors’s Installed Building Products IBP Stock Holding History

Clearstead Advisors’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	$230	Buy	+1	New	+$243	﹤0.01%	3166
2026 Q1	–	Sell	-128	Closed	-$33.2K	–	2534
2025 Q4	$33.2K	Buy	128 +24	+23%	+$6.21K	﹤0.01%	1551
2025 Q3	$25.7K	Sell	104 -249	-71%	-$59.1K	﹤0.01%	1531
2025 Q2	$63.7K	Buy	353 +87	+33%	+$14.5K	﹤0.01%	1207
2025 Q1	$45.6K	Sell	266 -54	-17%	-$9.74K	﹤0.01%	1194
2024 Q4	$56.1K	Sell	320 -6	-2%	-$1.3K	﹤0.01%	1135
2024 Q3	$80.3K	Buy	326 +272	+504%	+$61.5K	﹤0.01%	1082
2024 Q2	$11.1K	Buy	54 +3	+6%	+$676	﹤0.01%	1532
2024 Q1	$11.6K	Buy	51 +22	+76%	+$4.71K	﹤0.01%	1033
2023 Q4	$5.3K	Buy	+29	New	+$4.07K	﹤0.01%	1158

Other funds holding IBP

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's IBP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Installed Building Products (IBP) in Q2 2026: 1 share worth $230. The stake represents ﹤0.01% of the portfolio and ranks #3166 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IBP as recently as Q4 2025.

Clearstead Advisors first reported a position in IBP in Q4 2023 and has held it in 10 quarters since. The position peaked at $80.3K in Q3 2024. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Clearstead Advisors held 1 share of Installed Building Products worth $230 as of Q2 2026.
Installed Building Products was a new Clearstead Advisors position in Q2 2026.
Installed Building Products made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3166 holding.
Clearstead Advisors first reported a position in Installed Building Products in Q4 2023 and has held it in 10 quarters since.
Clearstead Advisors's Installed Building Products position peaked at $80.3K in Q3 2024.
428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.