Polen Capital Management
IESC icon

Polen Capital Management’s IES Holdings IESC Stock Holding History

Polen Capital Management’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 		$5.34M Sell
14,550
-9,356
-39% -$3.02M 0.05% 63
2026
Q1 		$5.7M Buy
23,906
+2,024
+9% +$464K 0.04% 54
2025
Q4 		$4.26M Sell
21,882
-2,406
-10% -$484K 0.02% 62
2025
Q3 		$4.83M Sell
24,288
-3,354
-12% -$577K 0.02% 64
2025
Q2 		$4.09M Buy
+27,642
New +$3.26M 0.01% 55

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

Polen Capital Management's IESC Position: Q2 2026 in Review

Polen Capital Management reduced its IES Holdings (IESC) stake by 39% in Q2 2026, selling an estimated $3.02M and leaving 14,550 shares worth $5.34M. The position accounts for 0.05% of the portfolio, ranked #63.

Polen Capital Management first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.7M in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Polen Capital Management held 14,550 shares of IES Holdings worth $5.34M as of Q2 2026.
  • Polen Capital Management sold 9,356 IES Holdings shares in Q2 2026, an estimated $3.02M.
  • IES Holdings made up 0.05% of Polen Capital Management's portfolio in Q2 2026, its #63 holding.
  • Polen Capital Management first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's IES Holdings position peaked at $5.7M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.