Concord Wealth Partners’s EquipmentShare.com Inc EQPT Stock Holding History

Concord Wealth Partners’s Portfolio EQPT Stock Details EQPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.97K	Buy	+100	New	+$2.14K	﹤0.01%	745

Other funds holding EQPT

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

BCP

BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACA

Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Concord Wealth Partners's EQPT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in EquipmentShare.com Inc (EQPT) in Q2 2026: 100 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

145 funds tracked by Wall St. Rank hold EQPT as of Q2 2026.

Concord Wealth Partners held 100 shares of EquipmentShare.com Inc worth $1.97K as of Q2 2026.
EquipmentShare.com Inc was a new Concord Wealth Partners position in Q2 2026.
EquipmentShare.com Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #745 holding.
145 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.