Curated Wealth Partners
IBP icon

Curated Wealth Partners’s Installed Building Products IBP Stock Holding History

Curated Wealth Partners’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
Q3 		$273K Sell
1,421
-677
-32% -$153K 0.02% 448
2026
Q2 		$482K Sell
2,098
-494
-19% -$120K 0.06% 110
2026
Q1 		$687K Hold
2,592
– – 0.09% 95
2025
Q4 		$672K Buy
2,592
+611
+31% +$158K 0.07% 95
2025
Q3 		$489K Buy
+1,981
New +$470K 0.06% 97

Other funds holding IBP

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Curated Wealth Partners's IBP Position: Q3 2026 in Review

Curated Wealth Partners reduced its Installed Building Products (IBP) stake by 32% in Q3 2026, selling an estimated $153K and leaving 1,421 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #448.

Curated Wealth Partners first reported a position in IBP in Q3 2025 and has held it in 5 quarters since. The position peaked at $687K in Q1 2026. 140 funds tracked by Wall St. Rank hold IBP as of Q3 2026.

  • Curated Wealth Partners held 1,421 shares of Installed Building Products worth $273K as of Q3 2026.
  • Curated Wealth Partners sold 677 Installed Building Products shares in Q3 2026, an estimated $153K.
  • Installed Building Products made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #448 holding.
  • Curated Wealth Partners first reported a position in Installed Building Products in Q3 2025 and has held it in 5 quarters since.
  • Curated Wealth Partners's Installed Building Products position peaked at $687K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.