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 Q3	–	Sell	-1,031	Closed	-$237K	–	170
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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Grant Private Wealth Management's IBP Position: Q3 2026 in Review

Grant Private Wealth Management sold out of Installed Building Products (IBP) in Q3 2026, closing a stake of 1,031 shares — an estimated $237K sold.

Grant Private Wealth Management first reported a position in IBP in Q3 2025 and held it in 4 quarters. The position peaked at $273K in Q1 2026. 78 funds tracked by Wall St. Rank hold IBP as of Q3 2026.

Grant Private Wealth Management reported no remaining Installed Building Products position as of Q3 2026 after selling out during the quarter.
Grant Private Wealth Management sold 1,031 Installed Building Products shares in Q3 2026, an estimated $237K.
Grant Private Wealth Management first reported a position in Installed Building Products in Q3 2025 and held it in 4 quarters.
Grant Private Wealth Management's Installed Building Products position peaked at $273K in Q1 2026.
78 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.