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Palisades Investment Partners’s IES Holdings IESC Stock Holding History

Palisades Investment 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
2026
Q2 		$11M Buy
15,003
+382
+3% +$247K 3.13% 7
2026
Q1 		$6.97M Buy
14,621
+979
+7% +$449K 2.73% 14
2025
Q4 		$5.31M Buy
13,642
+328
+2% +$132K 2% 21
2025
Q3 		$5.29M Buy
+13,314
New +$4.58M 2.08% 22

Other funds holding IESC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Palisades Investment Partners's IESC Position: Q2 2026 in Review

Palisades Investment Partners increased its IES Holdings (IESC) stake by 2.6% in Q2 2026, buying an estimated $247K and bringing the position to 15,003 shares worth $11M. The position accounts for 3.13% of the portfolio, ranked #7.

Palisades Investment Partners first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Palisades Investment Partners held 15,003 shares of IES Holdings worth $11M as of Q2 2026.
  • Palisades Investment Partners bought 382 IES Holdings shares in Q2 2026, an estimated $247K.
  • IES Holdings made up 3.13% of Palisades Investment Partners's portfolio in Q2 2026, its #7 holding.
  • Palisades Investment Partners first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.