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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
30,006
+764
+3% +$247K 3.13% 7
2026
Q1 		$6.97M Buy
29,242
+1,958
+7% +$449K 2.73% 14
2025
Q4 		$5.31M Buy
27,284
+656
+2% +$132K 2% 21
2025
Q3 		$5.29M Buy
+26,628
New +$4.58M 2.08% 22

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

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 30,006 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. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Palisades Investment Partners held 30,006 shares of IES Holdings worth $11M as of Q2 2026.
  • Palisades Investment Partners bought 764 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.
  • 414 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.