Essential Partners’s Smith-Midland SMID Stock Holding History

Essential Partners’s Portfolio SMID Stock Details SMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46	Buy	2 +1	+100%	+$27	﹤0.01%	2776
2026 Q2	$29	Sell	1 -1	-50%	-$31	﹤0.01%	2815
2026 Q1	$65	Hold	2	–	–	﹤0.01%	2768
2025 Q4	$73	Hold	2	–	–	﹤0.01%	2597
2025 Q3	$74	Buy	2 +1	+100%	+$39	﹤0.01%	2526
2025 Q2	$34	Buy	+1	New	+$30	﹤0.01%	2183

Other funds holding SMID

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Essential Partners's SMID Position: Q3 2026 in Review

Essential Partners increased its Smith-Midland (SMID) stake by 100% in Q3 2026, buying an estimated $27 and bringing the position to 2 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Essential Partners first reported a position in SMID in Q2 2025 and has held it in 6 quarters since. The position peaked at $74 in Q3 2025. 5 funds tracked by Wall St. Rank hold SMID as of Q3 2026.

Essential Partners held 2 shares of Smith-Midland worth $46 as of Q3 2026.
Essential Partners bought 1 Smith-Midland share in Q3 2026, an estimated $27.
Smith-Midland made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2776 holding.
Essential Partners first reported a position in Smith-Midland in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Smith-Midland position peaked at $74 in Q3 2025.
5 funds tracked by Wall St. Rank held Smith-Midland as of Q3 2026.

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