PWG
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Portside Wealth Group’s Installed Building Products IBP Stock Holding History

Portside Wealth Group’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,018
Closed -$270K – 534
2026
Q1 		$270K Sell
1,018
-293
-22% -$87.7K 0.04% 385
2025
Q4 		$340K Buy
+1,311
New +$339K 0.05% 334

Other funds holding IBP

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Portside Wealth Group's IBP Position: Q2 2026 in Review

Portside Wealth Group sold out of Installed Building Products (IBP) in Q2 2026, closing a stake of 1,018 shares — an estimated $270K sold.

Portside Wealth Group first reported a position in IBP in Q4 2025 and held it in 2 quarters. The position peaked at $340K in Q4 2025. 92 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Portside Wealth Group reported no remaining Installed Building Products position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 1,018 Installed Building Products shares in Q2 2026, an estimated $270K.
  • Portside Wealth Group first reported a position in Installed Building Products in Q4 2025 and held it in 2 quarters.
  • Portside Wealth Group's Installed Building Products position peaked at $340K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.