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Jupiter Asset Management’s IES Holdings IESC Stock Holding History

Jupiter Asset Management’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
-1,092
Closed -$217K – 444
2025
Q3 		$217K Sell
1,092
-388
-26% -$66.8K ﹤0.01% 400
2025
Q2 		$219K Buy
+1,480
New +$174K ﹤0.01% 422

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Asset Management's IESC Position: Q4 2025 in Review

Jupiter Asset Management sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 1,092 shares — an estimated $217K sold.

Jupiter Asset Management first reported a position in IESC in Q2 2025 and held it in 2 quarters. The position peaked at $219K in Q2 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • Jupiter Asset Management reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 1,092 IES Holdings shares in Q4 2025, an estimated $217K.
  • Jupiter Asset Management first reported a position in IES Holdings in Q2 2025 and held it in 2 quarters.
  • Jupiter Asset Management's IES Holdings position peaked at $219K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.