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Essential Partners’s Ingram Micro Holding INGM Stock Holding History

Essential Partners’s Portfolio INGM Stock Details INGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.02K Sell
299
-618
-67% -$17.3K ﹤0.01% 1298
2026
Q2 		$25.2K Buy
917
+754
+463% +$21.2K 0.01% 823
2026
Q1 		$3.8K Buy
163
+88
+117% +$1.91K ﹤0.01% 1712
2025
Q4 		$1.6K Buy
75
+15
+25% +$325 ﹤0.01% 1871
2025
Q3 		$1.29K Buy
+60
New +$1.22K ﹤0.01% 1945

Other funds holding INGM

Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's INGM Position: Q3 2026 in Review

Essential Partners reduced its Ingram Micro Holding (INGM) stake by 67% in Q3 2026, selling an estimated $17.3K and leaving 299 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Essential Partners first reported a position in INGM in Q3 2025 and has held it in 5 quarters since. The position peaked at $25.2K in Q2 2026. 17 funds tracked by Wall St. Rank hold INGM as of Q3 2026.

  • Essential Partners held 299 shares of Ingram Micro Holding worth $8.02K as of Q3 2026.
  • Essential Partners sold 618 Ingram Micro Holding shares in Q3 2026, an estimated $17.3K.
  • Ingram Micro Holding made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1298 holding.
  • Essential Partners first reported a position in Ingram Micro Holding in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Ingram Micro Holding position peaked at $25.2K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q3 2026.

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