Current Value of Holding

$8.11M

Shares

12k

% of Portfolio

0.05%

Average Buy Price

$251

Avg closing price
Price range

4 Polen Capital IES Holdings Trades

Polen Capital's position in IES Holdings is currently worth $8.11M. That's 0.05% of their equity portfolio (42nd largest holding). The first IES Holdings trade was made in Q2 2025. Since then Polen Capital bought shares one more times and sold shares on two occasions. The stake costed the investor $3M, netting the investor a gain of 170% so far.

Avg closing price
Price range
Increased shares by 9.2% (+1.01k shares) Q1 2026
Avg closing price $464.56
Price range $373.63 - $519.67
Sold 9.9% shares (-1.2k shares) Q4 2025
Avg closing price $402.22
Price range $357.94 - $477.47
Sold 12.1% shares (-1.68k shares) Q3 2025
Avg closing price $343.64
Price range $289.30 - $397.65
New holding (+13.8k shares) Q2 2025
Avg closing price $235.57
Price range $160.58 - $296.23

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