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Essential Partners’s Immersion IMMR Stock Holding History

Essential Partners’s Portfolio IMMR Stock Details IMMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.33K Buy
322
+154
+92% +$1.12K ﹤0.01% 1870
2026
Q2 		$1.14K Buy
+168
New +$1.06K ﹤0.01% 2186
2025
Q4 		– Sell
-197
Closed -$1.45K – 2840
2025
Q3 		$1.45K Buy
+197
New +$1.43K ﹤0.01% 1909

Other funds holding IMMR

SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Essential Partners's IMMR Position: Q3 2026 in Review

Essential Partners increased its Immersion (IMMR) stake by 92% in Q3 2026, buying an estimated $1.12K and bringing the position to 322 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Essential Partners first reported a position in IMMR in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold IMMR as of Q3 2026.

  • Essential Partners held 322 shares of Immersion worth $2.33K as of Q3 2026.
  • Essential Partners bought 154 Immersion shares in Q3 2026, an estimated $1.12K.
  • Immersion made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1870 holding.
  • Essential Partners first reported a position in Immersion in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Immersion as of Q3 2026.

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