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Sequoia Financial Advisors’s Installed Building Products IBP Stock Holding History

Sequoia Financial Advisors’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 		$251K Sell
1,091
-200
-15% -$48.6K ﹤0.01% 1807
2026
Q1 		$342K Sell
1,291
-173
-12% -$51.8K ﹤0.01% 1488
2025
Q4 		$380K Buy
1,464
+464
+46% +$120K ﹤0.01% 1428
2025
Q3 		$247K Buy
+1,000
New +$237K ﹤0.01% 1507
2024
Q4 		– Sell
-1,065
Closed -$262K – 1379
2024
Q3 		$262K Buy
1,065
+12
+1% +$2.71K ﹤0.01% 1036
2024
Q2 		$217K Buy
1,053
+132
+14% +$29.7K ﹤0.01% 1063
2024
Q1 		$238K Buy
+921
New +$197K ﹤0.01% 969

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

Sequoia Financial Advisors's IBP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Installed Building Products (IBP) stake by 15% in Q2 2026, selling an estimated $48.6K and leaving 1,091 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Sequoia Financial Advisors first reported a position in IBP in Q1 2024 and has held it in 7 quarters since. The position peaked at $380K in Q4 2025. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Sequoia Financial Advisors held 1,091 shares of Installed Building Products worth $251K as of Q2 2026.
  • Sequoia Financial Advisors sold 200 Installed Building Products shares in Q2 2026, an estimated $48.6K.
  • Installed Building Products made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1807 holding.
  • Sequoia Financial Advisors first reported a position in Installed Building Products in Q1 2024 and has held it in 7 quarters since.
  • Sequoia Financial Advisors's Installed Building Products position peaked at $380K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.