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Essential Partners’s AlTi Global ALTI Stock Holding History

Essential Partners’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76 Sell
21
-98
-82% -$339 ﹤0.01% 2769
2026
Q1 		$431 Buy
119
+100
+526% +$422 ﹤0.01% 2478
2025
Q4 		$88 Buy
19
+3
+19% +$12 ﹤0.01% 2569
2025
Q3 		$57 Buy
16
+10
+167% +$41 ﹤0.01% 2553
2025
Q2 		$25 Buy
+6
New +$21 ﹤0.01% 2208

Other funds holding ALTI

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Essential Partners's ALTI Position: Q2 2026 in Review

Essential Partners reduced its AlTi Global (ALTI) stake by 82% in Q2 2026, selling an estimated $339 and leaving 21 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Essential Partners first reported a position in ALTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $431 in Q1 2026. 76 funds tracked by Wall St. Rank hold ALTI as of Q2 2026.

  • Essential Partners held 21 shares of AlTi Global worth $76 as of Q2 2026.
  • Essential Partners sold 98 AlTi Global shares in Q2 2026, an estimated $339.
  • AlTi Global made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2769 holding.
  • Essential Partners first reported a position in AlTi Global in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's AlTi Global position peaked at $431 in Q1 2026.
  • 76 funds tracked by Wall St. Rank held AlTi Global as of Q2 2026.

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