William Blair & Company’s IES Holdings IESC Stock Holding History

William Blair & Company’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
2025 Q4	–	Sell	-525	Closed	-$209K	–	1904
2025 Q3	$209K	Buy	+525	New	+$181K	﹤0.01%	1452

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company's IESC Position: Q4 2025 in Review

William Blair & Company sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 525 shares — an estimated $209K sold.

William Blair & Company first reported a position in IESC in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

William Blair & Company reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
William Blair & Company sold 525 IES Holdings shares in Q4 2025, an estimated $209K.
William Blair & Company first reported a position in IES Holdings in Q3 2025 and held it in 1 quarter.
William Blair & Company's IES Holdings position peaked at $209K in Q3 2025.
344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on William Blair & Company's 13F filing for Q4 2025, filed 17 Feb 2026.