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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
Q2 		$124M Sell
336,914
-125,564
-27% -$40.5M 6.67% 4
2026
Q1 		$110M Buy
462,478
+43,776
+10% +$10M 8.06% 3
2025
Q4 		$81.4M Buy
418,702
+61,166
+17% +$12.3M 7.65% 5
2025
Q3 		$71.1M Buy
357,536
+40,780
+13% +$7.02M 8.25% 4
2025
Q2 		$46.9M Buy
+316,756
New +$37.3M 4.2% 10

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 $3.37T AUM 44.26% 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

Pertento Partners's IESC Position: Q2 2026 in Review

Pertento Partners reduced its IES Holdings (IESC) stake by 27% in Q2 2026, selling an estimated $40.5M and leaving 336,914 shares worth $124M. The position accounts for 6.67% of the portfolio, ranked #4.

Pertento Partners first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Pertento Partners held 336,914 shares of IES Holdings worth $124M as of Q2 2026.
  • Pertento Partners sold 125,564 IES Holdings shares in Q2 2026, an estimated $40.5M.
  • IES Holdings made up 6.67% of Pertento Partners's portfolio in Q2 2026, its #4 holding.
  • Pertento Partners first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Pertento Partners's 13F filing for Q2 2026, filed 13 Aug 2026.