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Essential Partners’s InfuSystem Holdings INFU Stock Holding History

Essential Partners’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-59
Closed -$611 – 2842
2025
Q3 		$611 Sell
59
-154
-72% -$1.28K ﹤0.01% 2160
2025
Q2 		$1.33K Buy
+213
New +$1.18K ﹤0.01% 1434

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Essential Partners's INFU Position: Q4 2025 in Review

Essential Partners sold out of InfuSystem Holdings (INFU) in Q4 2025, closing a stake of 59 shares — an estimated $611 sold.

Essential Partners first reported a position in INFU in Q2 2025 and held it in 2 quarters. The position peaked at $1.33K in Q2 2025. 102 funds tracked by Wall St. Rank hold INFU as of Q4 2025.

  • Essential Partners reported no remaining InfuSystem Holdings position as of Q4 2025 after selling out during the quarter.
  • Essential Partners sold 59 InfuSystem Holdings shares in Q4 2025, an estimated $611.
  • Essential Partners first reported a position in InfuSystem Holdings in Q2 2025 and held it in 2 quarters.
  • Essential Partners's InfuSystem Holdings position peaked at $1.33K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.