Essential Partners
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Essential Partners’s Commercial Metals CMC Stock Holding History

Essential Partners’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17K Buy
273
+14
+5% +$943 0.01% 974
2026
Q2 		$16.3K Sell
259
-141
-35% -$9.9K 0.01% 991
2026
Q1 		$24.6K Buy
400
+13
+3% +$939 0.01% 849
2025
Q4 		$26.8K Buy
387
+10
+3% +$626 0.01% 803
2025
Q3 		$21.6K Buy
377
+111
+42% +$6.13K 0.01% 869
2025
Q2 		$13K Buy
+266
New +$12.3K 0.01% 778

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Artemis Investment Management
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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Essential Partners's CMC Position: Q3 2026 in Review

Essential Partners increased its Commercial Metals (CMC) stake by 5.4% in Q3 2026, buying an estimated $943 and bringing the position to 273 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #974.

Essential Partners first reported a position in CMC in Q2 2025 and has held it in 6 quarters since. The position peaked at $26.8K in Q4 2025. 65 funds tracked by Wall St. Rank hold CMC as of Q3 2026.

  • Essential Partners held 273 shares of Commercial Metals worth $17K as of Q3 2026.
  • Essential Partners bought 14 Commercial Metals shares in Q3 2026, an estimated $943.
  • Commercial Metals made up 0.01% of Essential Partners's portfolio in Q3 2026, its #974 holding.
  • Essential Partners first reported a position in Commercial Metals in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Commercial Metals position peaked at $26.8K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2026.

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