Question 1

Does Corient Private Wealth own IESC stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Corient Private Wealth holds 1,462 shares of IESC (Ies Holdings), worth $1.1M.

Question 2

How many shares of IESC does Corient Private Wealth own?

Accepted Answer

As of its Q2 2026 13F, Corient Private Wealth holds 1,462 shares of IESC (Ies Holdings).

Question 3

What is Corient Private Wealth's IESC position worth?

Accepted Answer

As of its Q2 2026 13F, Corient Private Wealth's IESC position is worth $1.1M.

Question 4

Is Corient Private Wealth buying or selling IESC?

Accepted Answer

In Q2 2026, Corient Private Wealth reduced its IESC position by 323 shares (-18.1%).

Question 5

When did Corient Private Wealth first buy IESC?

Accepted Answer

Corient Private Wealth already held IESC in its Q4 2022 13F, the earliest on record, and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1,462	-18.1%	$1.1M	0.0%	$734.66	0
2026-Q1	Decreased	1,785	-0.5%	$850,500	0.0%	$476.47	0
2025-Q4	Decreased	1,794	-43.5%	$697,989	0.0%	$389.02	0
2025-Q3	Increased	3,174	+2.3%	$1.3M	0.0%	$397.65	26
2025-Q2	Increased	3,102	+2.9%	$918,906	0.0%	$296.23	26
2025-Q1	Decreased	3,015	-6.1%	$497,807	0.0%	$165.11	0
2024-Q4	Decreased	3,211	-61.6%	$645,283	0.0%	$200.96	0
2024-Q3	Increased	8,366	+80.6%	$1.7M	0.0%	$199.62	39