Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s IES Holdings IESC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.6M Buy
4,362
+1,270
+41% +$410K ﹤0.01% 1387
2026
Q1 		$737K Sell
3,092
-17,220
-85% -$3.95M ﹤0.01% 1611
2025
Q4 		$3.95M Buy
20,312
+806
+4% +$162K 0.01% 992
2025
Q3 		$3.88M Buy
19,506
+18,122
+1,309% +$3.12M 0.01% 987
2025
Q2 		$205K Buy
+1,384
New +$163K ﹤0.01% 1931

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's IESC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its IES Holdings (IESC) stake by 41% in Q2 2026, buying an estimated $410K and bringing the position to 4,362 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.95M in Q4 2025. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 4,362 shares of IES Holdings worth $1.6M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 1,270 IES Holdings shares in Q2 2026, an estimated $410K.
  • IES Holdings made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1387 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's IES Holdings position peaked at $3.95M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.