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Essential Partners’s Alkermes ALKS Stock Holding History

Essential Partners’s Portfolio ALKS Stock Details ALKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$567 Hold
14
– – ﹤0.01% 2368
2026
Q2 		$734 Hold
14
– – ﹤0.01% 2368
2026
Q1 		$495 Sell
14
-72
-84% -$2.23K ﹤0.01% 2442
2025
Q4 		$2.41K Buy
86
+6
+8% +$180 ﹤0.01% 1738
2025
Q3 		$2.4K Sell
80
-254
-76% -$7.16K ﹤0.01% 1733
2025
Q2 		$9.56K Buy
+334
New +$9.94K ﹤0.01% 862

Other funds holding ALKS

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NIM
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's ALKS Position: Q3 2026 in Review

Essential Partners held its Alkermes (ALKS) position steady in Q3 2026 at 14 shares worth $567. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Essential Partners first reported a position in ALKS in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.56K in Q2 2025. 17 funds tracked by Wall St. Rank hold ALKS as of Q3 2026.

  • Essential Partners held 14 shares of Alkermes worth $567 as of Q3 2026.
  • Essential Partners left its Alkermes share count unchanged in Q3 2026.
  • Alkermes made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2368 holding.
  • Essential Partners first reported a position in Alkermes in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Alkermes position peaked at $9.56K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Alkermes as of Q3 2026.

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