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Essential Partners’s CRA International CRAI Stock Holding History

Essential Partners’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.6K Buy
83
+21
+34% +$3.53K 0.01% 1060
2026
Q2 		$8.82K Buy
62
+34
+121% +$5.11K ﹤0.01% 1272
2026
Q1 		$4.53K Buy
28
+19
+211% +$3.43K ﹤0.01% 1620
2025
Q4 		$1.81K Buy
9
+2
+29% +$377 ﹤0.01% 1839
2025
Q3 		$1.46K Hold
7
– – ﹤0.01% 1905
2025
Q2 		$1.31K Buy
+7
New +$1.25K ﹤0.01% 1439

Other funds holding CRAI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's CRAI Position: Q3 2026 in Review

Essential Partners increased its CRA International (CRAI) stake by 34% in Q3 2026, buying an estimated $3.53K and bringing the position to 83 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #1060.

Essential Partners first reported a position in CRAI in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold CRAI as of Q3 2026.

  • Essential Partners held 83 shares of CRA International worth $13.6K as of Q3 2026.
  • Essential Partners bought 21 CRA International shares in Q3 2026, an estimated $3.53K.
  • CRA International made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1060 holding.
  • Essential Partners first reported a position in CRA International in Q2 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held CRA International as of Q3 2026.

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