MassMutual Private Wealth & Trust’s IES Holdings IESC Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$9.6K	Buy	30 +28	+1,400%	+$9.25K	﹤0.01%	1348
2026 Q2	$735	Hold	2	–	–	﹤0.01%	2223
2026 Q1	$476	Hold	2	–	–	﹤0.01%	2235
2025 Q4	$389	Hold	2	–	–	﹤0.01%	2269
2025 Q3	$398	Buy	+2	New	+$344	﹤0.01%	2268
2025 Q2	–	Sell	-6	Closed	-$495	–	2418
2025 Q1	$495	Buy	+6	New	+$626	﹤0.01%	2232

Other funds holding IESC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's IESC Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its IES Holdings (IESC) stake by 1,400% in Q3 2026, buying an estimated $9.25K and bringing the position to 30 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

MassMutual Private Wealth & Trust first reported a position in IESC in Q1 2025 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

MassMutual Private Wealth & Trust held 30 shares of IES Holdings worth $9.6K as of Q3 2026.
MassMutual Private Wealth & Trust bought 28 IES Holdings shares in Q3 2026, an estimated $9.25K.
IES Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1348 holding.
MassMutual Private Wealth & Trust first reported a position in IES Holdings in Q1 2025 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.