Essential Partners
RZLV icon

Essential Partners’s Rezolve AI RZLV Stock Holding History

Essential Partners’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-600
Closed -$1.89K – 3023
2026
Q2 		$1.89K Sell
600
-349
-37% -$919 ﹤0.01% 1995
2026
Q1 		$2.43K Buy
949
+934
+6,227% +$2.63K ﹤0.01% 1922
2025
Q4 		$39 Buy
+15
New +$57 ﹤0.01% 2665

Other funds holding RZLV

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Essential Partners's RZLV Position: Q3 2026 in Review

Essential Partners sold out of Rezolve AI (RZLV) in Q3 2026, closing a stake of 600 shares — an estimated $1.89K sold.

Essential Partners first reported a position in RZLV in Q4 2025 and held it in 3 quarters. The position peaked at $2.43K in Q1 2026. 12 funds tracked by Wall St. Rank hold RZLV as of Q3 2026.

  • Essential Partners reported no remaining Rezolve AI position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 600 Rezolve AI shares in Q3 2026, an estimated $1.89K.
  • Essential Partners first reported a position in Rezolve AI in Q4 2025 and held it in 3 quarters.
  • Essential Partners's Rezolve AI position peaked at $2.43K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Rezolve AI as of Q3 2026.

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