Essential Partners
INFU icon

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
2026
Q3 		$1.07K Buy
+83
New +$936 ﹤0.01% 2164
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

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners's INFU Position: Q3 2026 in Review

Essential Partners opened a new position in InfuSystem Holdings (INFU) in Q3 2026: 83 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #2164 among its holdings. This is a return to the name: Essential Partners previously reported a position in INFU as recently as Q3 2025.

Essential Partners first reported a position in INFU in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.33K in Q2 2025. 11 funds tracked by Wall St. Rank hold INFU as of Q3 2026.

  • Essential Partners held 83 shares of InfuSystem Holdings worth $1.07K as of Q3 2026.
  • InfuSystem Holdings was a new Essential Partners position in Q3 2026.
  • InfuSystem Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2164 holding.
  • Essential Partners first reported a position in InfuSystem Holdings in Q2 2025 and has held it in 3 quarters since.
  • Essential Partners's InfuSystem Holdings position peaked at $1.33K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2026.

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