UBS AM
IESC icon

UBS AM’s IES Holdings IESC Stock Holding History

UBS AM’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 		$13.9M Buy
37,726
+5,038
+15% +$1.63M ﹤0.01% 1087
2026
Q1 		$7.79M Buy
32,688
+958
+3% +$220K ﹤0.01% 1340
2025
Q4 		$6.17M Buy
31,730
+2,486
+9% +$500K ﹤0.01% 1355
2025
Q3 		$5.81M Sell
29,244
-29,836
-51% -$5.13M ﹤0.01% 1296
2025
Q2 		$8.75M Buy
59,080
+13,506
+30% +$1.59M ﹤0.01% 1430
2025
Q1 		$3.76M Buy
45,574
+2,870
+7% +$299K ﹤0.01% 1706
2024
Q4 		$4.29M Buy
42,704
+3,782
+10% +$455K ﹤0.01% 1686
2024
Q3 		$3.88M Sell
38,922
-9,316
-19% -$755K ﹤0.01% 1707
2024
Q2 		$3.36M Buy
48,238
+43,970
+1,030% +$3.09M ﹤0.01% 1716
2024
Q1 		$260K Buy
+4,268
New +$205K ﹤0.01% 2427
2022
Q1 		– Sell
-9,554
Closed -$242K – 2800
2021
Q4 		$242K Hold
9,554
– – ﹤0.01% 2730
2021
Q3 		$218K Hold
9,554
– – ﹤0.01% 2680
2021
Q2 		$245K Buy
9,554
+1,154
+14% +$29.9K ﹤0.01% 2683
2021
Q1 		$212K Buy
+8,400
New +$202K ﹤0.01% 2560

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

UBS AM's IESC Position: Q2 2026 in Review

UBS AM increased its IES Holdings (IESC) stake by 15% in Q2 2026, buying an estimated $1.63M and bringing the position to 37,726 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

UBS AM first reported a position in IESC in Q1 2021 and has held it in 14 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • UBS AM held 37,726 shares of IES Holdings worth $13.9M as of Q2 2026.
  • UBS AM bought 5,038 IES Holdings shares in Q2 2026, an estimated $1.63M.
  • IES Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1087 holding.
  • UBS AM first reported a position in IES Holdings in Q1 2021 and has held it in 14 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.