Fidelity Investments
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Fidelity Investments’s IES Holdings IESC Stock Holding History

Fidelity Investments’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
Q2 		$1.65B Sell
4,491,174
-252,316
-5% -$81.5M 0.07% 208
2026
Q1 		$1.13B Buy
4,743,490
+710,154
+18% +$163M 0.06% 258
2025
Q4 		$785M Sell
4,033,336
-99,526
-2% -$20M 0.04% 364
2025
Q3 		$822M Sell
4,132,862
-642,238
-13% -$111M 0.04% 345
2025
Q2 		$707M Buy
4,775,100
+531,654
+13% +$62.6M 0.04% 371
2025
Q1 		$350M Buy
4,243,446
+1,362,886
+47% +$142M 0.02% 591
2024
Q4 		$289M Sell
2,880,560
-71,916
-2% -$8.64M 0.02% 673
2024
Q3 		$295M Buy
2,952,476
+130,290
+5% +$10.6M 0.02% 674
2024
Q2 		$197M Buy
2,822,186
+203,426
+8% +$14.3M 0.01% 783
2024
Q1 		$159M Buy
2,618,760
+357,514
+16% +$17.1M 0.01% 879
2023
Q4 		$89.6M Buy
2,261,246
+48,000
+2% +$1.67M 0.01% 1056
2023
Q3 		$72.9M Buy
2,213,246
+243,956
+12% +$7.94M 0.01% 1106
2023
Q2 		$56M Sell
1,969,290
-29,128
-1% -$696K ﹤0.01% 1238
2023
Q1 		$43.1M Buy
1,998,418
+122,914
+7% +$2.52M ﹤0.01% 1315
2022
Q4 		$33.4M Buy
1,875,504
+6,998
+0.4% +$113K ﹤0.01% 1418
2022
Q3 		$25.8M Sell
1,868,506
-351,146
-16% -$5.42M ﹤0.01% 1527
2022
Q2 		$33.5M Buy
2,219,652
+176,932
+9% +$2.85M ﹤0.01% 1431
2022
Q1 		$41.1M Buy
2,042,720
+467,492
+30% +$10.5M ﹤0.01% 1480
2021
Q4 		$39.9M Buy
1,575,228
+56,394
+4% +$1.41M ﹤0.01% 1513
2021
Q3 		$34.7M Buy
1,518,834
+241,412
+19% +$5.87M ﹤0.01% 1581
2021
Q2 		$32.8M Buy
1,277,422
+1,109,176
+659% +$28.7M ﹤0.01% 1617
2021
Q1 		$4.24M Buy
168,246
+168,010
+71,191% +$4.04M ﹤0.01% 2303
2020
Q4 		$5K Hold
236
– – ﹤0.01% 3445
2020
Q3 		$4K Hold
236
– – ﹤0.01% 3354
2020
Q2 		$3K Hold
236
– – ﹤0.01% 3319
2020
Q1 		$2K Buy
+236
New +$2.75K ﹤0.01% 3402

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments's IESC Position: Q2 2026 in Review

Fidelity Investments reduced its IES Holdings (IESC) stake by 5.3% in Q2 2026, selling an estimated $81.5M and leaving 4,491,174 shares worth $1.65B. The position accounts for 0.07% of the portfolio, ranked #208.

Fidelity Investments first reported a position in IESC in Q1 2020 and has held it in 26 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Fidelity Investments held 4,491,174 shares of IES Holdings worth $1.65B as of Q2 2026.
  • Fidelity Investments sold 252,316 IES Holdings shares in Q2 2026, an estimated $81.5M.
  • IES Holdings made up 0.07% of Fidelity Investments's portfolio in Q2 2026, its #208 holding.
  • Fidelity Investments first reported a position in IES Holdings in Q1 2020 and has held it in 26 quarters since.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.