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Private Wealth Management Group’s Installed Building Products IBP Stock Holding History

Private Wealth Management 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 		$6.44K Hold
28
– – ﹤0.01% 743
2026
Q1 		$7.42K Hold
28
– – ﹤0.01% 621
2025
Q4 		$7.26K Hold
28
– – ﹤0.01% 626
2025
Q3 		$6.91K Hold
28
– – ﹤0.01% 661
2025
Q2 		$5.05K Sell
28
-8
-22% -$1.33K ﹤0.01% 753
2025
Q1 		$6.17K Hold
36
– – ﹤0.01% 641
2024
Q4 		$6.31K Sell
36
-7
-16% -$1.52K ﹤0.01% 648
2024
Q3 		$10.6K Buy
43
+7
+19% +$1.58K ﹤0.01% 440
2024
Q2 		$7.41K Hold
36
– – ﹤0.01% 543
2024
Q1 		$9.31K Hold
36
– – ﹤0.01% 423
2023
Q4 		$6.58K Buy
+36
New +$5.05K ﹤0.01% 533

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's IBP Position: Q2 2026 in Review

Private Wealth Management Group held its Installed Building Products (IBP) position steady in Q2 2026 at 28 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Private Wealth Management Group first reported a position in IBP in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6K in Q3 2024. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Private Wealth Management Group held 28 shares of Installed Building Products worth $6.44K as of Q2 2026.
  • Private Wealth Management Group left its Installed Building Products share count unchanged in Q2 2026.
  • Installed Building Products made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #743 holding.
  • Private Wealth Management Group first reported a position in Installed Building Products in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Installed Building Products position peaked at $10.6K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.