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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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Essential Partners's NC Position: Q2 2026 in Review

Essential Partners increased its NACCO Industries (NC) stake by 125% in Q2 2026, buying an estimated $502 and bringing the position to 18 shares worth $901. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Essential Partners first reported a position in NC in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Essential Partners held 18 shares of NACCO Industries worth $901 as of Q2 2026.
  • Essential Partners bought 10 NACCO Industries shares in Q2 2026, an estimated $502.
  • NACCO Industries made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2284 holding.
  • Essential Partners first reported a position in NACCO Industries in Q2 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.