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Essential Partners’s ePlus PLUS Stock Holding History

Essential Partners’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.24K Sell
87
-30
-26% -$2.5K ﹤0.01% 1367
2026
Q1 		$8.8K Hold
117
– – ﹤0.01% 1320
2025
Q4 		$10.3K Hold
117
– – ﹤0.01% 1162
2025
Q3 		$8.31K Buy
117
+59
+102% +$4.16K ﹤0.01% 1235
2025
Q2 		$4.18K Buy
+58
New +$3.81K ﹤0.01% 1105

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Essential Partners's PLUS Position: Q2 2026 in Review

Essential Partners reduced its ePlus (PLUS) stake by 26% in Q2 2026, selling an estimated $2.5K and leaving 87 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Essential Partners first reported a position in PLUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.3K in Q4 2025. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Essential Partners held 87 shares of ePlus worth $7.24K as of Q2 2026.
  • Essential Partners sold 30 ePlus shares in Q2 2026, an estimated $2.5K.
  • ePlus made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1367 holding.
  • Essential Partners first reported a position in ePlus in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's ePlus position peaked at $10.3K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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