EP
ALCO icon

Essential Partners’s Alico ALCO Stock Holding History

Essential Partners’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165 Buy
4
+3
+300% +$124 ﹤0.01% 2669
2026
Q1 		$41 Hold
1
– – ﹤0.01% 2793
2025
Q4 		$36 Sell
1
-10
-91% -$348 ﹤0.01% 2675
2025
Q3 		$381 Buy
11
+10
+1,000% +$332 ﹤0.01% 2269
2025
Q2 		$33 Buy
+1
New +$30 ﹤0.01% 2186

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Essential Partners's ALCO Position: Q2 2026 in Review

Essential Partners increased its Alico (ALCO) stake by 300% in Q2 2026, buying an estimated $124 and bringing the position to 4 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Essential Partners first reported a position in ALCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $381 in Q3 2025. 111 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Essential Partners held 4 shares of Alico worth $165 as of Q2 2026.
  • Essential Partners bought 3 Alico shares in Q2 2026, an estimated $124.
  • Alico made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2669 holding.
  • Essential Partners first reported a position in Alico in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Alico position peaked at $381 in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.