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Essential Partners’s Omeros OMER Stock Holding History

Essential Partners’s Portfolio OMER Stock Details OMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$209 Hold
11
– – ﹤0.01% 2586
2026
Q2 		$105 Hold
11
– – ﹤0.01% 2742
2026
Q1 		$116 Hold
11
– – ﹤0.01% 2702
2025
Q4 		$189 Hold
11
– – ﹤0.01% 2440
2025
Q3 		$45 Buy
+11
New +$44 ﹤0.01% 2578

Other funds holding OMER

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's OMER Position: Q3 2026 in Review

Essential Partners held its Omeros (OMER) position steady in Q3 2026 at 11 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Essential Partners first reported a position in OMER in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold OMER as of Q3 2026.

  • Essential Partners held 11 shares of Omeros worth $209 as of Q3 2026.
  • Essential Partners left its Omeros share count unchanged in Q3 2026.
  • Omeros made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2586 holding.
  • Essential Partners first reported a position in Omeros in Q3 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Omeros as of Q3 2026.

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