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MAI Capital Management’s IES Holdings IESC Stock Holding History

MAI Capital 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
2026
Q2 		$792K Buy
2,156
+12
+0.6% +$3.88K ﹤0.01% 1087
2026
Q1 		$511K Buy
2,144
+2
+0.1% +$459 ﹤0.01% 1014
2025
Q4 		$417K Buy
2,142
+2
+0.1% +$402 ﹤0.01% 1032
2025
Q3 		$425K Hold
2,140
– – ﹤0.01% 973
2025
Q2 		$317K Hold
2,140
– – ﹤0.01% 991
2025
Q1 		$177K Hold
2,140
– – ﹤0.01% 1166
2024
Q4 		$215K Buy
+2,140
New +$257K ﹤0.01% 1117

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MAI Capital Management's IESC Position: Q2 2026 in Review

MAI Capital Management increased its IES Holdings (IESC) stake by 0.56% in Q2 2026, buying an estimated $3.88K and bringing the position to 2,156 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

MAI Capital Management first reported a position in IESC in Q4 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • MAI Capital Management held 2,156 shares of IES Holdings worth $792K as of Q2 2026.
  • MAI Capital Management bought 12 IES Holdings shares in Q2 2026, an estimated $3.88K.
  • IES Holdings made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1087 holding.
  • MAI Capital Management first reported a position in IES Holdings in Q4 2024 and has held it in 7 quarters since.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.