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Cynosure Group’s IES Holdings IESC Stock Holding History

Cynosure Group’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 		– Sell
-2,238
Closed -$435K – 327
2025
Q4 		$435K Sell
2,238
-826
-27% -$166K 0.04% 297
2025
Q3 		$609K Hold
3,064
– – 0.07% 122
2025
Q2 		$454K Sell
3,064
-978
-24% -$115K 0.05% 203
2025
Q1 		$334K Buy
4,042
+1,344
+50% +$140K 0.05% 284
2024
Q4 		$271K Sell
2,698
-1,508
-36% -$181K 0.04% 353
2024
Q3 		$420K Sell
4,206
-1,422
-25% -$115K 0.06% 190
2024
Q2 		$392K Sell
5,628
-446
-7% -$31.4K 0.06% 209
2024
Q1 		$369K Buy
+6,074
New +$291K 0.07% 153

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cynosure Group's IESC Position: Q1 2026 in Review

Cynosure Group sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 2,238 shares — an estimated $435K sold.

Cynosure Group first reported a position in IESC in Q1 2024 and held it in 8 quarters. The position peaked at $609K in Q3 2025. 351 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Cynosure Group reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 2,238 IES Holdings shares in Q1 2026, an estimated $435K.
  • Cynosure Group first reported a position in IES Holdings in Q1 2024 and held it in 8 quarters.
  • Cynosure Group's IES Holdings position peaked at $609K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.