EP
ADEA icon

Essential Partners’s Adeia ADEA Stock Holding History

Essential Partners’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$486 Hold
19
– – ﹤0.01% 2403
2026
Q2 		$626 Hold
19
– – ﹤0.01% 2421
2026
Q1 		$457 Buy
19
+2
+12% +$41 ﹤0.01% 2461
2025
Q4 		$293 Sell
17
-87
-84% -$1.29K ﹤0.01% 2346
2025
Q3 		$1.75K Buy
+104
New +$1.54K ﹤0.01% 1833

Other funds holding ADEA

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners's ADEA Position: Q3 2026 in Review

Essential Partners held its Adeia (ADEA) position steady in Q3 2026 at 19 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Essential Partners first reported a position in ADEA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.75K in Q3 2025. 14 funds tracked by Wall St. Rank hold ADEA as of Q3 2026.

  • Essential Partners held 19 shares of Adeia worth $486 as of Q3 2026.
  • Essential Partners left its Adeia share count unchanged in Q3 2026.
  • Adeia made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2403 holding.
  • Essential Partners first reported a position in Adeia in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Adeia position peaked at $1.75K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Adeia as of Q3 2026.

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