Essential Partners’s CSP Inc CSPI Stock Holding History

Essential Partners’s Portfolio CSPI Stock Details CSPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54	Sell	7 -12	-63%	-$96	﹤0.01%	2760
2026 Q2	$151	Buy	19 +11	+138%	+$100	﹤0.01%	2691
2026 Q1	$69	Buy	8 +7	+700%	+$70	﹤0.01%	2759
2025 Q4	$13	Hold	1	–	–	﹤0.01%	2740
2025 Q3	$12	Buy	+1	New	+$12	﹤0.01%	2657

Other funds holding CSPI

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

Essential Partners's CSPI Position: Q3 2026 in Review

Essential Partners reduced its CSP Inc (CSPI) stake by 63% in Q3 2026, selling an estimated $96 and leaving 7 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

Essential Partners first reported a position in CSPI in Q3 2025 and has held it in 5 quarters since. The position peaked at $151 in Q2 2026. 2 funds tracked by Wall St. Rank hold CSPI as of Q3 2026.

Essential Partners held 7 shares of CSP Inc worth $54 as of Q3 2026.
Essential Partners sold 12 CSP Inc shares in Q3 2026, an estimated $96.
CSP Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2760 holding.
Essential Partners first reported a position in CSP Inc in Q3 2025 and has held it in 5 quarters since.
Essential Partners's CSP Inc position peaked at $151 in Q2 2026.
2 funds tracked by Wall St. Rank held CSP Inc as of Q3 2026.

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