United Capital Management of KS’s IES Holdings IESC Stock Holding History

United Capital Management of KS’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	$25.7M	Sell	35,002 -9,484	-21%	-$6.12M	3.37%	5
2026 Q1	$21.2M	Sell	44,486 -787	-2%	-$361K	3.21%	6
2025 Q4	$17.6M	Sell	45,273 -1,231	-3%	-$495K	2.47%	10
2025 Q3	$18.5M	Buy	46,504 +630	+1%	+$217K	2.52%	9
2025 Q2	$13.6M	Buy	+45,874	New	+$10.8M	2.13%	13

Other funds holding IESC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

United Capital Management of KS's IESC Position: Q2 2026 in Review

United Capital Management of KS reduced its IES Holdings (IESC) stake by 21% in Q2 2026, selling an estimated $6.12M and leaving 35,002 shares worth $25.7M. The position accounts for 3.37% of the portfolio, ranked #5.

United Capital Management of KS first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

United Capital Management of KS held 35,002 shares of IES Holdings worth $25.7M as of Q2 2026.
United Capital Management of KS sold 9,484 IES Holdings shares in Q2 2026, an estimated $6.12M.
IES Holdings made up 3.37% of United Capital Management of KS's portfolio in Q2 2026, its #5 holding.
United Capital Management of KS first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.