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Unique Wealth Strategies’s Installed Building Products IBP Stock Holding History

Unique Wealth Strategies’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
Q2 		– Sell
-1,827
Closed -$484K – 241
2026
Q1 		$484K Sell
1,827
-408
-18% -$122K 0.2% 156
2025
Q4 		$580K Buy
+2,235
New +$578K 0.23% 143
2024
Q3 		– Sell
-1,851
Closed -$479K – 423
2024
Q2 		$479K Hold
1,851
– – 0.22% 130
2024
Q1 		$479K Buy
+1,851
New +$397K 0.23% 130

Other funds holding IBP

PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

Unique Wealth Strategies's IBP Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Installed Building Products (IBP) in Q2 2026, closing a stake of 1,827 shares — an estimated $484K sold.

Unique Wealth Strategies first reported a position in IBP in Q1 2024 and held it in 4 quarters. The position peaked at $580K in Q4 2025. 60 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Installed Building Products position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,827 Installed Building Products shares in Q2 2026, an estimated $484K.
  • Unique Wealth Strategies first reported a position in Installed Building Products in Q1 2024 and held it in 4 quarters.
  • Unique Wealth Strategies's Installed Building Products position peaked at $580K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.