FIS
IESC icon

Fundsmith Investment Services’s IES Holdings IESC Stock Holding History

Fundsmith Investment Services’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
2025
Q4 		– Sell
-66,800
Closed -$13.3M – 28
2025
Q3 		$13.3M Hold
66,800
– – 0.21% 22
2025
Q2 		$9.89M Hold
66,800
– – 0.13% 25
2025
Q1 		$5.51M Hold
66,800
– – 0.08% 27
2024
Q4 		$6.71M Buy
+66,800
New +$8.03M 0.09% 30

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith Investment Services's IESC Position: Q4 2025 in Review

Fundsmith Investment Services sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 66,800 shares — an estimated $13.3M sold.

Fundsmith Investment Services first reported a position in IESC in Q4 2024 and held it in 4 quarters. The position peaked at $13.3M in Q3 2025. 343 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • Fundsmith Investment Services reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • Fundsmith Investment Services sold 66,800 IES Holdings shares in Q4 2025, an estimated $13.3M.
  • Fundsmith Investment Services first reported a position in IES Holdings in Q4 2024 and held it in 4 quarters.
  • Fundsmith Investment Services's IES Holdings position peaked at $13.3M in Q3 2025.
  • 343 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Fundsmith Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.