EWA
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EverSource Wealth Advisors’s Installed Building Products IBP Stock Holding History

EverSource Wealth Advisors’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 		$29.6K Sell
129
-2
-2% -$486 ﹤0.01% 2153
2026
Q1 		$34.7K Buy
131
+16
+14% +$4.79K ﹤0.01% 2157
2025
Q4 		$29.8K Buy
115
+11
+11% +$2.84K ﹤0.01% 2114
2025
Q3 		$25.7K Buy
104
+1
+1% +$237 ﹤0.01% 2167
2025
Q2 		$18.6K Buy
103
+67
+186% +$11.2K ﹤0.01% 2355
2025
Q1 		$6.17K Buy
36
+29
+414% +$5.23K ﹤0.01% 2394
2024
Q4 		$1.23K Sell
7
-6
-46% -$1.3K ﹤0.01% 2894
2024
Q3 		$3.2K Sell
13
-2
-13% -$453 ﹤0.01% 2397
2024
Q2 		$4.05K Sell
15
-2
-12% -$450 ﹤0.01% 2289
2024
Q1 		$4.01K Buy
+17
New +$3.64K ﹤0.01% 2149

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

EverSource Wealth Advisors's IBP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Installed Building Products (IBP) stake by 1.5% in Q2 2026, selling an estimated $486 and leaving 129 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

EverSource Wealth Advisors first reported a position in IBP in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.7K in Q1 2026. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • EverSource Wealth Advisors held 129 shares of Installed Building Products worth $29.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 2 Installed Building Products shares in Q2 2026, an estimated $486.
  • Installed Building Products made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2153 holding.
  • EverSource Wealth Advisors first reported a position in Installed Building Products in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Installed Building Products position peaked at $34.7K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.