Diversified Trust’s Installed Building Products IBP Stock Holding History

Diversified Trust’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	$2.66M	Buy	+11,576	New	+$2.81M	0.04%	214
2024 Q4	–	Sell	-3,164	Closed	-$779K	–	957
2024 Q3	$779K	Buy	3,164 +1,143	+57%	+$259K	0.02%	457
2024 Q2	$416K	Buy	2,021 +46	+2%	+$10.4K	0.01%	593
2024 Q1	$511K	Buy	1,975 +89	+5%	+$19.1K	0.02%	507
2023 Q4	$345K	Buy	+1,886	New	+$265K	0.01%	613
2021 Q1	–	Sell	-2,109	Closed	-$215K	–	809
2020 Q4	$215K	Sell	2,109 -1,789	-46%	-$183K	0.01%	635
2020 Q3	$397K	Buy	3,898 +168	+5%	+$14.4K	0.02%	363
2020 Q2	$257K	Buy	+3,730	New	+$207K	0.01%	433

Other funds holding IBP

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Diversified Trust's IBP Position: Q2 2026 in Review

Diversified Trust opened a new position in Installed Building Products (IBP) in Q2 2026: 11,576 shares worth $2.66M. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: Diversified Trust previously reported a position in IBP as recently as Q3 2024.

Diversified Trust first reported a position in IBP in Q2 2020 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Diversified Trust held 11,576 shares of Installed Building Products worth $2.66M as of Q2 2026.
Installed Building Products was a new Diversified Trust position in Q2 2026.
Installed Building Products made up 0.04% of Diversified Trust's portfolio in Q2 2026, its #214 holding.
Diversified Trust first reported a position in Installed Building Products in Q2 2020 and has held it in 8 quarters since.
42 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.