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 Q3	$5.37K	Hold	28	–	–	﹤0.01%	874
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	$7.4K	Hold	36	–	–	﹤0.01%	543
2024 Q1	$9.32K	Hold	36	–	–	﹤0.01%	423
2023 Q4	$6.58K	Buy	+36	New	+$5.05K	﹤0.01%	533

Other funds holding IBP

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Private Wealth Management Group's IBP Position: Q3 2026 in Review

Private Wealth Management Group held its Installed Building Products (IBP) position steady in Q3 2026 at 28 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Private Wealth Management Group first reported a position in IBP in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.6K in Q3 2024. 78 funds tracked by Wall St. Rank hold IBP as of Q3 2026.

Private Wealth Management Group held 28 shares of Installed Building Products worth $5.37K as of Q3 2026.
Private Wealth Management Group left its Installed Building Products share count unchanged in Q3 2026.
Installed Building Products made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #874 holding.
Private Wealth Management Group first reported a position in Installed Building Products in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Installed Building Products position peaked at $10.6K in Q3 2024.
78 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.