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Essential Partners’s Montana Technologies Corp AIRJ Stock Holding History

Essential Partners’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.59K Sell
663
-44
-6% -$205 ﹤0.01% 1823
2026
Q2 		$3.92K Sell
707
-1,523
-68% -$5.9K ﹤0.01% 1652
2026
Q1 		$5.6K Buy
2,230
+2,222
+27,775% +$7.49K ﹤0.01% 1520
2025
Q4 		$32 Sell
8
-274
-97% -$1.18K ﹤0.01% 2687
2025
Q3 		$1.32K Buy
+282
New +$1.32K ﹤0.01% 1936

Other funds holding AIRJ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
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

Essential Partners's AIRJ Position: Q3 2026 in Review

Essential Partners reduced its Montana Technologies Corp (AIRJ) stake by 6.2% in Q3 2026, selling an estimated $205 and leaving 663 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Essential Partners first reported a position in AIRJ in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.6K in Q1 2026. 7 funds tracked by Wall St. Rank hold AIRJ as of Q3 2026.

  • Essential Partners held 663 shares of Montana Technologies Corp worth $2.59K as of Q3 2026.
  • Essential Partners sold 44 Montana Technologies Corp shares in Q3 2026, an estimated $205.
  • Montana Technologies Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1823 holding.
  • Essential Partners first reported a position in Montana Technologies Corp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Montana Technologies Corp position peaked at $5.6K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q3 2026.

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