Handelsbanken Fonder

Handelsbanken Fonder’s IES Holdings IESC Stock Holding History

Handelsbanken Fonder’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	$4.66M	Buy	6,340 +160	+3%	+$103K	0.01%	518
2026 Q1	$2.94M	Buy	6,180 +520	+9%	+$238K	0.01%	611
2025 Q4	$2.2M	Buy	5,660 +660	+13%	+$265K	0.01%	706
2025 Q3	$1.99M	Hold	5,000	–	–	0.01%	725
2025 Q2	$1.48M	Buy	5,000 +1,100	+28%	+$259K	0.01%	776
2025 Q1	$644K	Hold	3,900	–	–	﹤0.01%	1139
2024 Q4	$784K	Buy	3,900 +700	+22%	+$168K	﹤0.01%	1088
2024 Q3	$639K	Buy	3,200 +700	+28%	+$113K	﹤0.01%	1135
2024 Q2	$348K	Buy	+2,500	New	+$351K	﹤0.01%	1324

Other funds holding IESC

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Ayrshire Capital Management Westport, Connecticut $214M AUM 20.58% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return