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Portolan Capital Management’s IES Holdings IESC Stock Holding History

Portolan 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 		$1.43M Sell
3,880
-19,858
-84% -$6.41M 0.05% 137
2026
Q1 		$5.66M Buy
23,738
+154
+0.7% +$35.3K 0.3% 91
2025
Q4 		$4.59M Buy
+23,584
New +$4.74M 0.25% 110
2025
Q1 		– Sell
-4,372
Closed -$439K – 128
2024
Q4 		$439K Sell
4,372
-74,410
-94% -$8.94M 0.03% 130
2024
Q3 		$7.86M Sell
78,782
-60,128
-43% -$4.87M 0.57% 63
2024
Q2 		$9.68M Buy
+138,910
New +$9.76M 0.8% 48

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

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

Portolan Capital Management reduced its IES Holdings (IESC) stake by 84% in Q2 2026, selling an estimated $6.41M and leaving 3,880 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #137.

Portolan Capital Management first reported a position in IESC in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.68M in Q2 2024. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Portolan Capital Management held 3,880 shares of IES Holdings worth $1.43M as of Q2 2026.
  • Portolan Capital Management sold 19,858 IES Holdings shares in Q2 2026, an estimated $6.41M.
  • IES Holdings made up 0.05% of Portolan Capital Management's portfolio in Q2 2026, its #137 holding.
  • Portolan Capital Management first reported a position in IES Holdings in Q2 2024 and has held it in 6 quarters since.
  • Portolan Capital Management's IES Holdings position peaked at $9.68M in Q2 2024.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Portolan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.