Essential Partners
QUAD icon

Essential Partners’s Quad QUAD Stock Holding History

Essential Partners’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$83 Hold
9
– – ﹤0.01% 2715
2026
Q2 		$76 Sell
9
-84
-90% -$632 ﹤0.01% 2771
2026
Q1 		$615 Sell
93
-4
-4% -$26 ﹤0.01% 2377
2025
Q4 		$608 Sell
97
-32
-25% -$188 ﹤0.01% 2182
2025
Q3 		$808 Buy
129
+10
+8% +$62 ﹤0.01% 2087
2025
Q2 		$672 Buy
+119
New +$644 ﹤0.01% 1619

Other funds holding QUAD

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's QUAD Position: Q3 2026 in Review

Essential Partners held its Quad (QUAD) position steady in Q3 2026 at 9 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Essential Partners first reported a position in QUAD in Q2 2025 and has held it in 6 quarters since. The position peaked at $808 in Q3 2025. 10 funds tracked by Wall St. Rank hold QUAD as of Q3 2026.

  • Essential Partners held 9 shares of Quad worth $83 as of Q3 2026.
  • Essential Partners left its Quad share count unchanged in Q3 2026.
  • Quad made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2715 holding.
  • Essential Partners first reported a position in Quad in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Quad position peaked at $808 in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Quad as of Q3 2026.

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