Essential Partners’s Shoulder Innovations Inc SI Stock Holding History

Essential Partners’s Portfolio SI Stock Details SI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$510	Sell	27 -1	-4%	-$21	﹤0.01%	2389
2026 Q2	$568	Buy	28 +26	+1,300%	+$399	﹤0.01%	2445
2026 Q1	$29	Buy	2 +1	+100%	+$14	﹤0.01%	2810
2025 Q4	$14	Buy	+1	New	+$14	﹤0.01%	2739

Other funds holding SI

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's SI Position: Q3 2026 in Review

Essential Partners reduced its Shoulder Innovations Inc (SI) stake by 3.6% in Q3 2026, selling an estimated $21 and leaving 27 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Essential Partners first reported a position in SI in Q4 2025 and has held it in 4 quarters since. The position peaked at $568 in Q2 2026. 4 funds tracked by Wall St. Rank hold SI as of Q3 2026.

Essential Partners held 27 shares of Shoulder Innovations Inc worth $510 as of Q3 2026.
Essential Partners sold 1 Shoulder Innovations Inc share in Q3 2026, an estimated $21.
Shoulder Innovations Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2389 holding.
Essential Partners first reported a position in Shoulder Innovations Inc in Q4 2025 and has held it in 4 quarters since.
Essential Partners's Shoulder Innovations Inc position peaked at $568 in Q2 2026.
4 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q3 2026.

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