Shelton Capital Management’s Installed Building Products IBP Stock Holding History

Shelton Capital Management’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
2025 Q4	–	Sell	-818	Closed	-$202K	–	738
2025 Q3	$202K	Buy	+818	New	+$194K	﹤0.01%	696
2024 Q4	–	Sell	-975	Closed	-$240K	–	755
2024 Q3	$240K	Hold	975	–	–	0.01%	616
2024 Q2	$201K	Sell	975 -58	-6%	-$13.1K	0.01%	690
2024 Q1	$267K	Sell	1,033 -65	-6%	-$13.9K	0.01%	588
2023 Q4	$201K	Buy	+1,098	New	+$154K	0.01%	700
2022 Q1	–	Sell	-1,478	Closed	-$207K	–	837
2021 Q4	$207K	Buy	+1,478	New	+$189K	0.01%	784

Other funds holding IBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

Shelton Capital Management's IBP Position: Q4 2025 in Review

Shelton Capital Management sold out of Installed Building Products (IBP) in Q4 2025, closing a stake of 818 shares — an estimated $202K sold.

Shelton Capital Management first reported a position in IBP in Q4 2021 and held it in 6 quarters. The position peaked at $267K in Q1 2024. 435 funds tracked by Wall St. Rank hold IBP as of Q4 2025.

Shelton Capital Management reported no remaining Installed Building Products position as of Q4 2025 after selling out during the quarter.
Shelton Capital Management sold 818 Installed Building Products shares in Q4 2025, an estimated $202K.
Shelton Capital Management first reported a position in Installed Building Products in Q4 2021 and held it in 6 quarters.
Shelton Capital Management's Installed Building Products position peaked at $267K in Q1 2024.
435 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.