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Essential Partners’s NACCO Industries NC Stock Holding History

Essential Partners’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$256 Sell
7
-11
-61% -$474 ﹤0.01% 2545
2026
Q2 		$901 Buy
18
+10
+125% +$502 ﹤0.01% 2284
2026
Q1 		$416 Hold
8
– – ﹤0.01% 2488
2025
Q4 		$392 Buy
8
+1
+14% +$46 ﹤0.01% 2287
2025
Q3 		$295 Buy
7
+3
+75% +$119 ﹤0.01% 2322
2025
Q2 		$177 Buy
+4
New +$145 ﹤0.01% 1973

Other funds holding NC

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
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 NC Position: Q3 2026 in Review

Essential Partners reduced its NACCO Industries (NC) stake by 61% in Q3 2026, selling an estimated $474 and leaving 7 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

Essential Partners first reported a position in NC in Q2 2025 and has held it in 6 quarters since. The position peaked at $901 in Q2 2026. 5 funds tracked by Wall St. Rank hold NC as of Q3 2026.

  • Essential Partners held 7 shares of NACCO Industries worth $256 as of Q3 2026.
  • Essential Partners sold 11 NACCO Industries shares in Q3 2026, an estimated $474.
  • NACCO Industries made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2545 holding.
  • Essential Partners first reported a position in NACCO Industries in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's NACCO Industries position peaked at $901 in Q2 2026.
  • 5 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2026.

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