Evergreen Capital Management’s Installed Building Products IBP Stock Holding History

Evergreen Capital Management’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	$241K	Sell	1,047 -908	-46%	-$221K	﹤0.01%	1358
2026 Q1	$518K	Buy	1,955 +412	+27%	+$123K	0.01%	765
2025 Q4	$400K	Buy	1,543 +83	+6%	+$21.5K	0.01%	873
2025 Q3	$360K	Buy	1,460 +297	+26%	+$70.5K	0.01%	844
2025 Q2	$210K	Sell	1,163 -389	-25%	-$64.7K	0.01%	1009
2025 Q1	$266K	Buy	+1,552	New	+$280K	0.01%	822
2024 Q4	–	Sell	-1,240	Closed	-$305K	–	1095
2024 Q3	$305K	Sell	1,240 -448	-27%	-$101K	0.01%	707
2024 Q2	$347K	Buy	1,688 +597	+55%	+$134K	0.01%	601
2024 Q1	$282K	Buy	+1,091	New	+$234K	0.01%	654

Other funds holding IBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's IBP Position: Q2 2026 in Review

Evergreen Capital Management reduced its Installed Building Products (IBP) stake by 46% in Q2 2026, selling an estimated $221K and leaving 1,047 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Evergreen Capital Management first reported a position in IBP in Q1 2024 and has held it in 9 quarters since. The position peaked at $518K in Q1 2026. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Evergreen Capital Management held 1,047 shares of Installed Building Products worth $241K as of Q2 2026.
Evergreen Capital Management sold 908 Installed Building Products shares in Q2 2026, an estimated $221K.
Installed Building Products made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1358 holding.
Evergreen Capital Management first reported a position in Installed Building Products in Q1 2024 and has held it in 9 quarters since.
Evergreen Capital Management's Installed Building Products position peaked at $518K in Q1 2026.
428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.