Essential Partners’s Blaize Holdings BZAI Stock Holding History

Essential Partners’s Portfolio BZAI Stock Details BZAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,980	Closed	-$2.73K	–	3028
2026 Q2	$2.73K	Sell	1,980 -8,003	-80%	-$14.1K	﹤0.01%	1839
2026 Q1	$18.2K	Buy	9,983 +9,880	+9,592%	+$14.6K	0.01%	964
2025 Q4	$201	Buy	+103	New	+$333	﹤0.01%	2431

Other funds holding BZAI

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's BZAI Position: Q3 2026 in Review

Essential Partners sold out of Blaize Holdings (BZAI) in Q3 2026, closing a stake of 1,980 shares — an estimated $2.73K sold.

Essential Partners first reported a position in BZAI in Q4 2025 and held it in 3 quarters. The position peaked at $18.2K in Q1 2026. 4 funds tracked by Wall St. Rank hold BZAI as of Q3 2026.

Essential Partners reported no remaining Blaize Holdings position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 1,980 Blaize Holdings shares in Q3 2026, an estimated $2.73K.
Essential Partners first reported a position in Blaize Holdings in Q4 2025 and held it in 3 quarters.
Essential Partners's Blaize Holdings position peaked at $18.2K in Q1 2026.
4 funds tracked by Wall St. Rank held Blaize Holdings as of Q3 2026.

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