Strategic Wealth Partners
IBP icon

Strategic Wealth Partners’s Installed Building Products IBP Stock Holding History

Strategic Wealth Partners’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 		$56K Sell
292
-1,041
-78% -$235K ﹤0.01% 421
2026
Q2 		$306K Sell
1,333
-17
-1% -$4.13K 0.02% 250
2026
Q1 		$358K Hold
1,350
– – 0.02% 232
2025
Q4 		$350K Hold
1,350
– – 0.02% 245
2025
Q3 		$333K Hold
1,350
– – 0.02% 273
2025
Q2 		$243K Buy
+1,350
New +$225K 0.02% 299

Other funds holding IBP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Timucuan Asset Management
Timucuan Asset Management Jacksonville, Florida $2.7B AUM 9.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Strategic Wealth Partners's IBP Position: Q3 2026 in Review

Strategic Wealth Partners reduced its Installed Building Products (IBP) stake by 78% in Q3 2026, selling an estimated $235K and leaving 292 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Strategic Wealth Partners first reported a position in IBP in Q2 2025 and has held it in 6 quarters since. The position peaked at $358K in Q1 2026. 355 funds tracked by Wall St. Rank hold IBP as of Q3 2026.

  • Strategic Wealth Partners held 292 shares of Installed Building Products worth $56K as of Q3 2026.
  • Strategic Wealth Partners sold 1,041 Installed Building Products shares in Q3 2026, an estimated $235K.
  • Installed Building Products made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #421 holding.
  • Strategic Wealth Partners first reported a position in Installed Building Products in Q2 2025 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Installed Building Products position peaked at $358K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.