Essential Partners’s Acacia Research ACTG Stock Holding History

Essential Partners’s Portfolio ACTG Stock Details ACTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.41K	Sell	327 -107	-25%	-$484	﹤0.01%	2053
2026 Q2	$2.02K	Buy	434 +234	+117%	+$1.12K	﹤0.01%	1964
2026 Q1	$962	Buy	200 +155	+344%	+$653	﹤0.01%	2261
2025 Q4	$168	Buy	45 +40	+800%	+$144	﹤0.01%	2460
2025 Q3	$16	Sell	5 -2	-29%	-$7	﹤0.01%	2644
2025 Q2	$25	Buy	+7	New	+$24	﹤0.01%	2207

Other funds holding ACTG

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's ACTG Position: Q3 2026 in Review

Essential Partners reduced its Acacia Research (ACTG) stake by 25% in Q3 2026, selling an estimated $484 and leaving 327 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Essential Partners first reported a position in ACTG in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.02K in Q2 2026. 12 funds tracked by Wall St. Rank hold ACTG as of Q3 2026.

Essential Partners held 327 shares of Acacia Research worth $1.41K as of Q3 2026.
Essential Partners sold 107 Acacia Research shares in Q3 2026, an estimated $484.
Acacia Research made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2053 holding.
Essential Partners first reported a position in Acacia Research in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Acacia Research position peaked at $2.02K in Q2 2026.
12 funds tracked by Wall St. Rank held Acacia Research as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.