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Oppenheimer Asset Management’s IES Holdings IESC Stock Holding History

Oppenheimer 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
2026
Q2 		$216K Buy
+588
New +$190K ﹤0.01% 1065
2026
Q1 		– Sell
-1,386
Closed -$270K – 1138
2025
Q4 		$270K Sell
1,386
-34
-2% -$6.83K ﹤0.01% 936
2025
Q3 		$282K Sell
1,420
-406
-22% -$69.9K ﹤0.01% 1018
2025
Q2 		$270K Buy
+1,826
New +$215K ﹤0.01% 1011

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 $3.38T AUM 44.17% 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

Oppenheimer Asset Management's IESC Position: Q2 2026 in Review

Oppenheimer Asset Management opened a new position in IES Holdings (IESC) in Q2 2026: 588 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings. This is a return to the name: Oppenheimer Asset Management previously reported a position in IESC as recently as Q4 2025.

Oppenheimer Asset Management first reported a position in IESC in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Oppenheimer Asset Management held 588 shares of IES Holdings worth $216K as of Q2 2026.
  • IES Holdings was a new Oppenheimer Asset Management position in Q2 2026.
  • IES Holdings made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1065 holding.
  • Oppenheimer Asset Management first reported a position in IES Holdings in Q2 2025 and has held it in 4 quarters since.
  • Oppenheimer Asset Management's IES Holdings position peaked at $282K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.