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Pertento Partners’s IES Holdings IESC Stock Holding History

Pertento 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
Q1 		$110M Buy
231,239
+21,888
+10% +$10M 8.06% 3
2025
Q4 		$81.4M Buy
209,351
+30,583
+17% +$12.3M 7.65% 5
2025
Q3 		$71.1M Buy
178,768
+20,390
+13% +$7.02M 8.25% 4
2025
Q2 		$46.9M Buy
+158,378
New +$37.3M 4.2% 10

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pertento Partners's IESC Position: Q1 2026 in Review

Pertento Partners increased its IES Holdings (IESC) stake by 10% in Q1 2026, buying an estimated $10M and bringing the position to 231,239 shares worth $110M. The position accounts for 8.06% of the portfolio, ranked #3.

Pertento Partners first reported a position in IESC in Q2 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Pertento Partners held 231,239 shares of IES Holdings worth $110M as of Q1 2026.
  • Pertento Partners bought 21,888 IES Holdings shares in Q1 2026, an estimated $10M.
  • IES Holdings made up 8.06% of Pertento Partners's portfolio in Q1 2026, its #3 holding.
  • Pertento Partners first reported a position in IES Holdings in Q2 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Pertento Partners's 13F filing for Q1 2026, filed 14 May 2026.