Essential Partners
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Essential Partners’s Limoneira LMNR Stock Holding History

Essential Partners’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.37K Sell
115
-5
-4% -$67 ﹤0.01% 2065
2026
Q2 		$1.58K Buy
120
+86
+253% +$1.11K ﹤0.01% 2067
2026
Q1 		$456 Sell
34
-11
-24% -$153 ﹤0.01% 2462
2025
Q4 		$568 Sell
45
-176
-80% -$2.48K ﹤0.01% 2195
2025
Q3 		$3.28K Buy
221
+198
+861% +$3.06K ﹤0.01% 1596
2025
Q2 		$360 Buy
+23
New +$364 ﹤0.01% 1791

Other funds holding LMNR

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Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's LMNR Position: Q3 2026 in Review

Essential Partners reduced its Limoneira (LMNR) stake by 4.2% in Q3 2026, selling an estimated $67 and leaving 115 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Essential Partners first reported a position in LMNR in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.28K in Q3 2025. 13 funds tracked by Wall St. Rank hold LMNR as of Q3 2026.

  • Essential Partners held 115 shares of Limoneira worth $1.37K as of Q3 2026.
  • Essential Partners sold 5 Limoneira shares in Q3 2026, an estimated $67.
  • Limoneira made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2065 holding.
  • Essential Partners first reported a position in Limoneira in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Limoneira position peaked at $3.28K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Limoneira as of Q3 2026.

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