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Grant Private Wealth Management’s Installed Building Products IBP Stock Holding History

Grant Private Wealth 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 		$237K Hold
1,031
– – 0.1% 146
2026
Q1 		$273K Hold
1,031
– – 0.15% 126
2025
Q4 		$267K Hold
1,031
– – 0.16% 108
2025
Q3 		$254K Buy
+1,031
New +$245K 0.16% 116

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

Grant Private Wealth Management's IBP Position: Q2 2026 in Review

Grant Private Wealth Management held its Installed Building Products (IBP) position steady in Q2 2026 at 1,031 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #146.

Grant Private Wealth Management first reported a position in IBP in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q1 2026. 429 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Grant Private Wealth Management held 1,031 shares of Installed Building Products worth $237K as of Q2 2026.
  • Grant Private Wealth Management left its Installed Building Products share count unchanged in Q2 2026.
  • Installed Building Products made up 0.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Grant Private Wealth Management first reported a position in Installed Building Products in Q3 2025 and has held it in 4 quarters since.
  • Grant Private Wealth Management's Installed Building Products position peaked at $273K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.