Corient Private Wealth
IESC icon

Corient Private Wealth’s IES Holdings IESC Stock Holding History

Corient Private Wealth’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
Q1 		$851K Sell
1,785
-1,803
-50% -$827K ﹤0.01% 1744
2025
Q4 		$1.4M Buy
3,588
+414
+13% +$166K ﹤0.01% 1713
2025
Q3 		$1.26M Buy
3,174
+72
+2% +$24.8K ﹤0.01% 1306
2025
Q2 		$919K Buy
3,102
+87
+3% +$20.5K ﹤0.01% 1401
2025
Q1 		$498K Sell
3,015
-196
-6% -$40.9K ﹤0.01% 1601
2024
Q4 		$645K Sell
3,211
-5,155
-62% -$1.24M ﹤0.01% 1495
2024
Q3 		$1.67M Buy
8,366
+3,734
+81% +$605K ﹤0.01% 1176
2024
Q2 		$645K Buy
4,632
+1
+0% +$141 ﹤0.01% 1514
2024
Q1 		$563K Sell
4,631
-500
-10% -$47.9K ﹤0.01% 1577
2023
Q4 		$406K Hold
5,131
– – ﹤0.01% 1718
2023
Q3 		$338K Hold
5,131
– – ﹤0.01% 1699
2023
Q2 		$292K Sell
5,131
-10,709
-68% -$512K ﹤0.01% 1712
2023
Q1 		$683K Buy
15,840
+1,529
+11% +$62.7K ﹤0.01% 1241
2022
Q4 		$509K Buy
+14,311
New +$464K ﹤0.01% 1140

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's IESC Position: Q1 2026 in Review

Corient Private Wealth reduced its IES Holdings (IESC) stake by 50% in Q1 2026, selling an estimated $827K and leaving 1,785 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Corient Private Wealth first reported a position in IESC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.67M in Q3 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Corient Private Wealth held 1,785 shares of IES Holdings worth $851K as of Q1 2026.
  • Corient Private Wealth sold 1,803 IES Holdings shares in Q1 2026, an estimated $827K.
  • IES Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1744 holding.
  • Corient Private Wealth first reported a position in IES Holdings in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's IES Holdings position peaked at $1.67M in Q3 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.