OF
IBP icon

Optimize Financial’s Installed Building Products IBP Stock Holding History

Optimize Financial’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Sell
2,087
-7
-0.3% -$1.7K 0.17% 162
2026
Q1 		$555K Buy
+2,094
New +$627K 0.27% 80

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimize Financial's IBP Position: Q2 2026 in Review

Optimize Financial reduced its Installed Building Products (IBP) stake by 0.33% in Q2 2026, selling an estimated $1.7K and leaving 2,087 shares worth $480K. The position accounts for 0.17% of the portfolio, ranked #162.

Optimize Financial first reported a position in IBP in Q1 2026 and has held it in 2 quarters since. The position peaked at $555K in Q1 2026. 429 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Optimize Financial held 2,087 shares of Installed Building Products worth $480K as of Q2 2026.
  • Optimize Financial sold 7 Installed Building Products shares in Q2 2026, an estimated $1.7K.
  • Installed Building Products made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #162 holding.
  • Optimize Financial first reported a position in Installed Building Products in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's Installed Building Products position peaked at $555K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.