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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
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 $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Essential Partners's PLUS Position: Q1 2026 in Review

Essential Partners held its ePlus (PLUS) position steady in Q1 2026 at 117 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Essential Partners first reported a position in PLUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Essential Partners held 117 shares of ePlus worth $8.8K as of Q1 2026.
  • Essential Partners left its ePlus share count unchanged in Q1 2026.
  • ePlus made up ﹤0.01% of Essential Partners's portfolio in Q1 2026, its #1320 holding.
  • Essential Partners first reported a position in ePlus in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's ePlus position peaked at $10.3K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.