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Steamboat Capital Partners’s IES Holdings IESC Stock Holding History

Steamboat Capital Partners’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.17M Sell
24,962
-10,944
-30% -$3.53M 1.96% 17
2026
Q1 		$8.55M Sell
35,906
-234
-0.6% -$53.7K 2.13% 20
2025
Q4 		$7.03M Sell
36,140
-78
-0.2% -$15.7K 1.93% 24
2025
Q3 		$7.2M Sell
36,218
-2,292
-6% -$394K 1.87% 23
2025
Q2 		$5.7M Sell
38,510
-728
-2% -$85.8K 1.62% 26
2025
Q1 		$3.24M Buy
39,238
+15,572
+66% +$1.62M 0.98% 35
2024
Q4 		$2.38M Buy
23,666
+13,886
+142% +$1.67M 0.73% 31
2024
Q3 		$976K Sell
9,780
-212
-2% -$17.2K 0.31% 41
2024
Q2 		$696K Buy
+9,992
New +$702K 0.26% 38

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Steamboat Capital Partners's IESC Position: Q2 2026 in Review

Steamboat Capital Partners reduced its IES Holdings (IESC) stake by 30% in Q2 2026, selling an estimated $3.53M and leaving 24,962 shares worth $9.17M. The position accounts for 1.96% of the portfolio, ranked #17.

Steamboat Capital Partners first reported a position in IESC in Q2 2024 and has held it in 9 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Steamboat Capital Partners held 24,962 shares of IES Holdings worth $9.17M as of Q2 2026.
  • Steamboat Capital Partners sold 10,944 IES Holdings shares in Q2 2026, an estimated $3.53M.
  • IES Holdings made up 1.96% of Steamboat Capital Partners's portfolio in Q2 2026, its #17 holding.
  • Steamboat Capital Partners first reported a position in IES Holdings in Q2 2024 and has held it in 9 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Steamboat Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.