Windsor Advisory Group’s Installed Building Products IBP Stock Holding History

Windsor Advisory Group’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	$1.14M	Hold	4,972	–	–	0.83%	24
2026 Q1	$1.32M	Hold	4,972	–	–	1.1%	20
2025 Q4	$1.29M	Hold	4,972	–	–	1.15%	17
2025 Q3	$1.23M	Buy	4,972 +598	+14%	+$142K	1.09%	18
2025 Q2	$789K	Hold	4,374	–	–	1.12%	16
2025 Q1	$750K	Hold	4,374	–	–	0.97%	18
2024 Q4	$767K	Hold	4,374	–	–	0.89%	24
2024 Q3	$1.08M	Hold	4,374	–	–	1.22%	19
2024 Q2	$900K	Buy	4,374 +934	+27%	+$210K	1.8%	15
2024 Q1	$890K	Hold	3,440	–	–	2.51%	13
2023 Q4	$629K	Hold	3,440	–	–	1.87%	16
2023 Q3	$430K	Hold	3,440	–	–	1.02%	26
2023 Q2	$482K	Buy	3,440 +1,067	+45%	+$126K	1.19%	22
2023 Q1	$271K	Hold	2,373	–	–	0.65%	34
2022 Q4	$203K	Buy	+2,373	New	+$200K	0.54%	43

Other funds holding IBP

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Windsor Advisory Group's IBP Position: Q2 2026 in Review

Windsor Advisory Group held its Installed Building Products (IBP) position steady in Q2 2026 at 4,972 shares worth $1.14M. The position accounts for 0.83% of the portfolio, ranked #24.

Windsor Advisory Group first reported a position in IBP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2026. 429 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Windsor Advisory Group held 4,972 shares of Installed Building Products worth $1.14M as of Q2 2026.
Windsor Advisory Group left its Installed Building Products share count unchanged in Q2 2026.
Installed Building Products made up 0.83% of Windsor Advisory Group's portfolio in Q2 2026, its #24 holding.
Windsor Advisory Group first reported a position in Installed Building Products in Q4 2022 and has held it in 15 quarters since.
Windsor Advisory Group's Installed Building Products position peaked at $1.32M in Q1 2026.
429 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.