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Essential Partners’s Strive Inc ASST Stock Holding History

Essential Partners’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$618 Buy
21
+10
+91% +$186 ﹤0.01% 2331
2026
Q2 		$120 Buy
+11
New +$163 ﹤0.01% 2726

Other funds holding ASST

RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's ASST Position: Q3 2026 in Review

Essential Partners increased its Strive Inc (ASST) stake by 91% in Q3 2026, buying an estimated $186 and bringing the position to 21 shares worth $618. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Essential Partners first reported a position in ASST in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

  • Essential Partners held 21 shares of Strive Inc worth $618 as of Q3 2026.
  • Essential Partners bought 10 Strive Inc shares in Q3 2026, an estimated $186.
  • Strive Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2331 holding.
  • Essential Partners first reported a position in Strive Inc in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

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