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Essential Partners’s Arteris AIP Stock Holding History

Essential Partners’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.9K Sell
546
-307
-36% -$8.38K 0.01% 1097
2026
Q2 		$41.4K Sell
853
-712
-45% -$22.8K 0.02% 663
2026
Q1 		$25.7K Sell
1,565
-44
-3% -$697 0.01% 835
2025
Q4 		$24.9K Buy
1,609
+777
+93% +$11.3K 0.01% 828
2025
Q3 		$8.4K Sell
832
-56
-6% -$533 ﹤0.01% 1228
2025
Q2 		$8.46K Buy
+888
New +$6.54K ﹤0.01% 894

Other funds holding AIP

ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's AIP Position: Q3 2026 in Review

Essential Partners reduced its Arteris (AIP) stake by 36% in Q3 2026, selling an estimated $8.38K and leaving 546 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #1097.

Essential Partners first reported a position in AIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.4K in Q2 2026. 11 funds tracked by Wall St. Rank hold AIP as of Q3 2026.

  • Essential Partners held 546 shares of Arteris worth $12.9K as of Q3 2026.
  • Essential Partners sold 307 Arteris shares in Q3 2026, an estimated $8.38K.
  • Arteris made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1097 holding.
  • Essential Partners first reported a position in Arteris in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Arteris position peaked at $41.4K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Arteris as of Q3 2026.

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