Essential Partners’s Ispire Technology ISPR Stock Holding History

Essential Partners’s Portfolio ISPR Stock Details ISPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$145	Sell	113 -108	-49%	-$161	﹤0.01%	2649
2026 Q2	$248	Buy	221 +207	+1,479%	+$352	﹤0.01%	2605
2026 Q1	$26	Sell	14 -13	-48%	-$34	﹤0.01%	2817
2025 Q4	$76	Sell	27 -80	-75%	-$186	﹤0.01%	2587
2025 Q3	$274	Buy	107 +98	+1,089%	+$285	﹤0.01%	2343
2025 Q2	$23	Buy	+9	New	+$25	﹤0.01%	2216

Other funds holding ISPR

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's ISPR Position: Q3 2026 in Review

Essential Partners reduced its Ispire Technology (ISPR) stake by 49% in Q3 2026, selling an estimated $161 and leaving 113 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Essential Partners first reported a position in ISPR in Q2 2025 and has held it in 6 quarters since. The position peaked at $274 in Q3 2025. 5 funds tracked by Wall St. Rank hold ISPR as of Q3 2026.

Essential Partners held 113 shares of Ispire Technology worth $145 as of Q3 2026.
Essential Partners sold 108 Ispire Technology shares in Q3 2026, an estimated $161.
Ispire Technology made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2649 holding.
Essential Partners first reported a position in Ispire Technology in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Ispire Technology position peaked at $274 in Q3 2025.
5 funds tracked by Wall St. Rank held Ispire Technology as of Q3 2026.

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