UBS Group’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $146M | Buy |
397,118
+40,320
| +11% | +$13M | 0.02% | 873 |
|
|
2026
Q1 | $85M | Buy |
356,798
+179,368
| +101% | +$41.1M | 0.01% | 1176 |
|
|
2025
Q4 | $34.5M | Buy |
177,430
+8,318
| +5% | +$1.67M | 0.01% | 2023 |
|
|
2025
Q3 | $33.6M | Buy |
169,112
+60,866
| +56% | +$10.5M | 0.01% | 2026 |
|
|
2025
Q2 | $16M | Buy |
108,246
+5,222
| +5% | +$615K | ﹤0.01% | 2606 |
|
|
2025
Q1 | $8.51M | Buy |
103,024
+49,718
| +93% | +$5.18M | ﹤0.01% | 3223 |
|
|
2024
Q4 | $5.36M | Buy |
53,306
+32,730
| +159% | +$3.93M | ﹤0.01% | 3775 |
|
|
2024
Q3 | $2.05M | Buy |
20,576
+8,432
| +69% | +$684K | ﹤0.01% | 3959 |
|
|
2024
Q2 | $846K | Sell |
12,144
-9,448
| -44% | -$664K | ﹤0.01% | 4563 |
|
|
2024
Q1 | $1.31M | Sell |
21,592
-3,954
| -15% | -$189K | ﹤0.01% | 4361 |
|
|
2023
Q4 | $1.01M | Buy |
25,546
+14,000
| +121% | +$488K | ﹤0.01% | 4487 |
|
|
2023
Q3 | $380K | Sell |
11,546
-3,406
| -23% | -$111K | ﹤0.01% | 4871 |
|
|
2023
Q2 | $425K | Buy |
14,952
+4,548
| +44% | +$109K | ﹤0.01% | 4960 |
|
|
2023
Q1 | $224K | Buy |
10,404
+1,330
| +15% | +$27.3K | ﹤0.01% | 5298 |
|
|
2022
Q4 | $161K | Buy |
9,074
+5,074
| +127% | +$82.3K | ﹤0.01% | 5650 |
|
|
2022
Q3 | $55K | Buy |
4,000
+2,534
| +173% | +$39.1K | ﹤0.01% | 6260 |
|
|
2022
Q2 | $22K | Sell |
1,466
-4,076
| -74% | -$65.6K | ﹤0.01% | 6763 |
|
|
2022
Q1 | $111K | Sell |
5,542
-96
| -2% | -$2.17K | ﹤0.01% | 5834 |
|
|
2021
Q4 | $143K | Buy |
5,638
+5,296
| +1,549% | +$133K | ﹤0.01% | 5966 |
|
|
2021
Q3 | $8K | Sell |
342
-14,396
| -98% | -$350K | ﹤0.01% | 8200 |
|
|
2021
Q2 | $379K | Sell |
14,738
-2,904
| -16% | -$75.2K | ﹤0.01% | 4921 |
|
|
2021
Q1 | $444K | Buy |
17,642
+1,340
| +8% | +$32.2K | ﹤0.01% | 4960 |
|
|
2020
Q4 | $376K | Buy |
16,302
+3,160
| +24% | +$61.8K | ﹤0.01% | 4827 |
|
|
2020
Q3 | $209K | Sell |
13,142
-5,418
| -29% | -$74.2K | ﹤0.01% | 4773 |
|
|
2020
Q2 | $215K | Sell |
18,560
-6,236
| -25% | -$65.2K | ﹤0.01% | 4756 |
|
|
2020
Q1 | $219K | Sell |
24,796
-8,822
| -26% | -$103K | ﹤0.01% | 4652 |
|
|
2019
Q4 | $432K | Buy |
33,618
+5,012
| +18% | +$54.2K | ﹤0.01% | 4965 |
|
|
2019
Q3 | $294K | Buy |
28,606
+1,890
| +7% | +$18K | ﹤0.01% | 4962 |
|
|
2019
Q2 | $252K | Buy |
26,716
+13,574
| +103% | +$123K | ﹤0.01% | 4770 |
|
|
2019
Q1 | $117K | Sell |
13,142
-8,514
| -39% | -$75.3K | ﹤0.01% | 4953 |
|
|
2018
Q4 | $168K | Sell |
21,656
-1,958
| -8% | -$17K | ﹤0.01% | 5102 |
|
|
2018
Q3 | $230K | Buy |
23,614
+7,660
| +48% | +$71K | ﹤0.01% | 4952 |
|
|
2018
Q2 | $134K | Buy |
15,954
+20
| +0.1% | +$171 | ﹤0.01% | 5237 |
|
|
2018
Q1 | $121K | Sell |
15,934
-2,512
| -14% | -$20.7K | ﹤0.01% | 5101 |
|
|
2017
Q4 | $160K | Buy |
18,446
+4,472
| +32% | +$40.3K | ﹤0.01% | 5068 |
|
|
2017
Q3 | $121K | Sell |
13,974
-1,214
| -8% | -$10.1K | ﹤0.01% | 5197 |
|
|
2017
Q2 | $138K | Buy |
15,188
+1,294
| +9% | +$11.2K | ﹤0.01% | 4986 |
|
|
2017
Q1 | $125K | Sell |
13,894
-8,810
| -39% | -$84.8K | ﹤0.01% | 4945 |
|
|
2016
Q4 | $218K | Buy |
22,704
+4,594
| +25% | +$41K | ﹤0.01% | 4731 |
|
|
2016
Q3 | $161K | Sell |
18,110
-1,960
| -10% | -$15.1K | ﹤0.01% | 4691 |
|
|
2016
Q2 | $124K | Sell |
20,070
-33,476
| -63% | -$229K | ﹤0.01% | 4883 |
|
|
2016
Q1 | $393K | Buy |
53,546
+34,326
| +179% | +$211K | ﹤0.01% | 3956 |
|
|
2015
Q4 | $106K | Buy |
19,220
+5,830
| +44% | +$23.5K | ﹤0.01% | 5156 |
|
|
2015
Q3 | $52K | Buy |
13,390
+8,272
| +162% | +$29.5K | ﹤0.01% | 5799 |
|
|
2015
Q2 | $19K | Sell |
5,118
-4,508
| -47% | -$18.1K | ﹤0.01% | 6912 |
|
|
2015
Q1 | $42K | Buy |
9,626
+4,090
| +74% | +$15.9K | ﹤0.01% | 6218 |
|
|
2014
Q4 | $21K | Buy |
+5,536
| New | +$21.4K | ﹤0.01% | 7598 |
|
Other funds holding IESC
GJL
UBS Group's IESC Position: Q2 2026 in Review
UBS Group increased its IES Holdings (IESC) stake by 11% in Q2 2026, buying an estimated $13M and bringing the position to 397,118 shares worth $146M. The position accounts for 0.02% of the portfolio, ranked #873.
UBS Group first reported a position in IESC in Q4 2014 and has held it in 47 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.
- UBS Group held 397,118 shares of IES Holdings worth $146M as of Q2 2026.
- UBS Group bought 40,320 IES Holdings shares in Q2 2026, an estimated $13M.
- IES Holdings made up 0.02% of UBS Group's portfolio in Q2 2026, its #873 holding.
- UBS Group first reported a position in IES Holdings in Q4 2014 and has held it in 47 quarters since.
- 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.