Essential Partners’s Alexander & Baldwin ALEX Stock Holding History

Essential Partners’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-34	Closed	-$702	–	2851
2025 Q4	$702	Sell	34 -147	-81%	-$2.55K	﹤0.01%	2142
2025 Q3	$3.29K	Buy	181 +150	+484%	+$2.75K	﹤0.01%	1592
2025 Q2	$553	Buy	+31	New	+$539	﹤0.01%	1670

Other funds holding ALEX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Essential Partners's ALEX Position: Q1 2026 in Review

Essential Partners sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 34 shares — an estimated $702 sold.

Essential Partners first reported a position in ALEX in Q2 2025 and held it in 3 quarters. The position peaked at $3.29K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Essential Partners reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Essential Partners sold 34 Alexander & Baldwin shares in Q1 2026, an estimated $702.
Essential Partners first reported a position in Alexander & Baldwin in Q2 2025 and held it in 3 quarters.
Essential Partners's Alexander & Baldwin position peaked at $3.29K in Q3 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.