Essential Partners
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Essential Partners’s BioAge Labs BIOA Stock Holding History

Essential Partners’s Portfolio BIOA Stock Details BIOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$411 Sell
58
-38
-40% -$527 ﹤0.01% 2457
2026
Q2 		$2.35K Sell
96
-12
-11% -$217 ﹤0.01% 1909
2026
Q1 		$1.89K Hold
108
– – ﹤0.01% 2031
2025
Q4 		$1.43K Buy
108
+51
+89% +$452 ﹤0.01% 1911
2025
Q3 		$335 Buy
57
+13
+30% +$61 ﹤0.01% 2292
2025
Q2 		$182 Buy
+44
New +$177 ﹤0.01% 1970

Other funds holding BIOA

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's BIOA Position: Q3 2026 in Review

Essential Partners reduced its BioAge Labs (BIOA) stake by 40% in Q3 2026, selling an estimated $527 and leaving 58 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Essential Partners first reported a position in BIOA in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.35K in Q2 2026. 11 funds tracked by Wall St. Rank hold BIOA as of Q3 2026.

  • Essential Partners held 58 shares of BioAge Labs worth $411 as of Q3 2026.
  • Essential Partners sold 38 BioAge Labs shares in Q3 2026, an estimated $527.
  • BioAge Labs made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2457 holding.
  • Essential Partners first reported a position in BioAge Labs in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's BioAge Labs position peaked at $2.35K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held BioAge Labs as of Q3 2026.

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