EP
SFIX icon

Essential Partners’s Stitch Fix SFIX Stock Holding History

Essential Partners’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.31K Sell
903
-1,442
-61% -$4.92K ﹤0.01% 1873
2026
Q2 		$9.64K Buy
2,345
+300
+15% +$1.09K ﹤0.01% 1231
2026
Q1 		$6.77K Buy
2,045
+681
+50% +$2.78K ﹤0.01% 1439
2025
Q4 		$7.16K Sell
1,364
-768
-36% -$3.5K ﹤0.01% 1286
2025
Q3 		$9.27K Buy
+2,132
New +$10.5K ﹤0.01% 1184

Other funds holding SFIX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's SFIX Position: Q3 2026 in Review

Essential Partners reduced its Stitch Fix (SFIX) stake by 61% in Q3 2026, selling an estimated $4.92K and leaving 903 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Essential Partners first reported a position in SFIX in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.64K in Q2 2026. 10 funds tracked by Wall St. Rank hold SFIX as of Q3 2026.

  • Essential Partners held 903 shares of Stitch Fix worth $2.31K as of Q3 2026.
  • Essential Partners sold 1,442 Stitch Fix shares in Q3 2026, an estimated $4.92K.
  • Stitch Fix made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1873 holding.
  • Essential Partners first reported a position in Stitch Fix in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Stitch Fix position peaked at $9.64K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2026.

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