SEI Investments’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.95M Sell
5,314
-3,054
-36% -$986K ﹤0.01% 1967
2026
Q1
$1.99M Sell
8,368
-1,582
-16% -$363K ﹤0.01% 2012
2025
Q4
$1.94M Buy
9,950
+886
+10% +$178K ﹤0.01% 1867
2025
Q3
$1.8M Sell
9,064
-1,928
-18% -$332K ﹤0.01% 1741
2025
Q2
$1.63M Buy
10,992
+5,064
+85% +$597K ﹤0.01% 1732
2025
Q1
$489K Sell
5,928
-2,156
-27% -$225K ﹤0.01% 2152
2024
Q4
$812K Buy
8,084
+2,290
+40% +$275K ﹤0.01% 2026
2024
Q3
$578K Sell
5,794
-832
-13% -$67.4K ﹤0.01% 2131
2024
Q2
$462K Sell
6,626
-2,626
-28% -$185K ﹤0.01% 2188
2024
Q1
$563K Sell
9,252
-90
-1% -$4.31K ﹤0.01% 2074
2023
Q4
$370K Sell
9,342
-1,320
-12% -$46K ﹤0.01% 2234
2023
Q3
$351K Buy
+10,662
New +$347K ﹤0.01% 2244

Other funds holding IESC

SEI Investments's IESC Position: Q2 2026 in Review

SEI Investments reduced its IES Holdings (IESC) stake by 36% in Q2 2026, selling an estimated $986K and leaving 5,314 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

SEI Investments first reported a position in IESC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q1 2026. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • SEI Investments held 5,314 shares of IES Holdings worth $1.95M as of Q2 2026.
  • SEI Investments sold 3,054 IES Holdings shares in Q2 2026, an estimated $986K.
  • IES Holdings made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1967 holding.
  • SEI Investments first reported a position in IES Holdings in Q3 2023 and has held it in 12 quarters since.
  • SEI Investments's IES Holdings position peaked at $1.99M in Q1 2026.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.