Essential Partners’s PureCycle Technologies PCT Stock Holding History

Essential Partners’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-234	Closed	-$1.9K	–	2966
2026 Q2	$1.9K	Sell	234 -3,561	-94%	-$31.9K	﹤0.01%	1992
2026 Q1	$19.7K	Buy	3,795 +3,776	+19,874%	+$31.4K	0.01%	936
2025 Q4	$163	Buy	19 +6	+46%	+$64	﹤0.01%	2467
2025 Q3	$171	Buy	13 +6	+86%	+$83	﹤0.01%	2419
2025 Q2	$96	Buy	+7	New	+$62	﹤0.01%	2068

Other funds holding PCT

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

FWWM

Fiscal Wisdom Wealth Management Canton, Connecticut $84.1M AUM 38.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Essential Partners's PCT Position: Q3 2026 in Review

Essential Partners sold out of PureCycle Technologies (PCT) in Q3 2026, closing a stake of 234 shares — an estimated $1.9K sold.

Essential Partners first reported a position in PCT in Q2 2025 and held it in 5 quarters. The position peaked at $19.7K in Q1 2026. 26 funds tracked by Wall St. Rank hold PCT as of Q3 2026.

Essential Partners reported no remaining PureCycle Technologies position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 234 PureCycle Technologies shares in Q3 2026, an estimated $1.9K.
Essential Partners first reported a position in PureCycle Technologies in Q2 2025 and held it in 5 quarters.
Essential Partners's PureCycle Technologies position peaked at $19.7K in Q1 2026.
26 funds tracked by Wall St. Rank held PureCycle Technologies as of Q3 2026.

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