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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curated Wealth Partners's IBP Position: Q2 2026 in Review

Curated Wealth Partners reduced its Installed Building Products (IBP) stake by 19% in Q2 2026, selling an estimated $120K and leaving 2,098 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #110.

Curated Wealth Partners first reported a position in IBP in Q3 2025 and has held it in 4 quarters since. The position peaked at $687K in Q1 2026. 429 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Curated Wealth Partners held 2,098 shares of Installed Building Products worth $482K as of Q2 2026.
  • Curated Wealth Partners sold 494 Installed Building Products shares in Q2 2026, an estimated $120K.
  • Installed Building Products made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Curated Wealth Partners first reported a position in Installed Building Products in Q3 2025 and has held it in 4 quarters since.
  • Curated Wealth Partners's Installed Building Products position peaked at $687K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.