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ORG Partners’s IES Holdings IESC Stock Holding History

ORG Partners’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
2025
Q4 		$389K Sell
999
-43
-4% -$17.3K 0.07% 233
2025
Q3 		$414K Buy
1,042
+328
+46% +$113K 0.08% 220
2025
Q2 		$207K Buy
+714
New +$168K 0.04% 319

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORG Partners's IESC Position: Q4 2025 in Review

ORG Partners reduced its IES Holdings (IESC) stake by 4.1% in Q4 2025, selling an estimated $17.3K and leaving 999 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #233.

ORG Partners first reported a position in IESC in Q2 2025 and has held it in 3 quarters since. The position peaked at $414K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • ORG Partners held 999 shares of IES Holdings worth $389K as of Q4 2025.
  • ORG Partners sold 43 IES Holdings shares in Q4 2025, an estimated $17.3K.
  • IES Holdings made up 0.07% of ORG Partners's portfolio in Q4 2025, its #233 holding.
  • ORG Partners first reported a position in IES Holdings in Q2 2025 and has held it in 3 quarters since.
  • ORG Partners's IES Holdings position peaked at $414K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.