HWAM
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Hennion & Walsh Asset Management’s Installed Building Products IBP Stock Holding History

Hennion & Walsh Asset 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 		– Sell
-1,193
Closed -$316K – 981
2026
Q1 		$316K Sell
1,193
-21
-2% -$6.29K 0.01% 821
2025
Q4 		$315K Sell
1,214
-16
-1% -$4.14K 0.01% 821
2025
Q3 		$303K Sell
1,230
-11
-0.9% -$2.61K 0.01% 842
2025
Q2 		$224K Sell
1,241
-47
-4% -$7.82K 0.01% 877
2025
Q1 		$221K Sell
1,288
-111
-8% -$20K 0.01% 813
2024
Q4 		$245K Buy
1,399
+357
+34% +$77.7K 0.01% 797
2024
Q3 		$257K Buy
+1,042
New +$236K 0.01% 784
2024
Q2 		– Sell
-1,345
Closed -$348K – 872
2024
Q1 		$348K Sell
1,345
-30
-2% -$6.43K 0.02% 653
2023
Q4 		$251K Buy
+1,375
New +$193K 0.01% 724

Other funds holding IBP

JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return