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Oak Thistle LLC’s IES Holdings IESC Stock Holding History

Oak Thistle LLC’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 		$491K Buy
+1,530
New +$506K 0.05% 415

Other funds holding IESC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Pertento Partners
Pertento Partners London, United Kingdom $2.09B AUM 28.64% 1-Year Est. Return

Oak Thistle LLC's IESC Position: Q3 2026 in Review

Oak Thistle LLC opened a new position in IES Holdings (IESC) in Q3 2026: 1,530 shares worth $491K. The stake represents 0.05% of the portfolio and ranks #415 among its holdings.

318 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Oak Thistle LLC held 1,530 shares of IES Holdings worth $491K as of Q3 2026.
  • IES Holdings was a new Oak Thistle LLC position in Q3 2026.
  • IES Holdings made up 0.05% of Oak Thistle LLC's portfolio in Q3 2026, its #415 holding.
  • 318 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.