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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
Q1 		$5.66M Buy
11,869
+77
+0.7% +$35.3K 0.3% 91
2025
Q4 		$4.59M Buy
+11,792
New +$4.74M 0.25% 110
2025
Q1 		– Sell
-2,186
Closed -$439K – 128
2024
Q4 		$439K Sell
2,186
-37,205
-94% -$8.94M 0.03% 130
2024
Q3 		$7.86M Sell
39,391
-30,064
-43% -$4.87M 0.57% 63
2024
Q2 		$9.68M Buy
+69,455
New +$9.76M 0.8% 48

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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Portolan Capital Management's IESC Position: Q1 2026 in Review

Portolan Capital Management increased its IES Holdings (IESC) stake by 0.65% in Q1 2026, buying an estimated $35.3K and bringing the position to 11,869 shares worth $5.66M. The position accounts for 0.3% of the portfolio, ranked #91.

Portolan Capital Management first reported a position in IESC in Q2 2024 and has held it in 5 quarters since. The position peaked at $9.68M in Q2 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Portolan Capital Management held 11,869 shares of IES Holdings worth $5.66M as of Q1 2026.
  • Portolan Capital Management bought 77 IES Holdings shares in Q1 2026, an estimated $35.3K.
  • IES Holdings made up 0.3% of Portolan Capital Management's portfolio in Q1 2026, its #91 holding.
  • Portolan Capital Management first reported a position in IES Holdings in Q2 2024 and has held it in 5 quarters since.
  • Portolan Capital Management's IES Holdings position peaked at $9.68M in Q2 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Portolan Capital Management's 13F filing for Q1 2026, filed 15 May 2026.