Essential Partners’s Spok Holdings SPOK Stock Holding History

Essential Partners’s Portfolio SPOK Stock Details SPOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$755	Buy	72 +67	+1,340%	+$715	﹤0.01%	2282
2026 Q2	$51	Sell	5 -48	-91%	-$522	﹤0.01%	2790
2026 Q1	$578	Buy	53 +50	+1,667%	+$636	﹤0.01%	2393
2025 Q4	$40	Sell	3 -72	-96%	-$1.02K	﹤0.01%	2660
2025 Q3	$1.29K	Buy	75 +32	+74%	+$569	﹤0.01%	1943
2025 Q2	$760	Buy	+43	New	+$694	﹤0.01%	1580

Other funds holding SPOK

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

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 SPOK Position: Q3 2026 in Review

Essential Partners increased its Spok Holdings (SPOK) stake by 1,340% in Q3 2026, buying an estimated $715 and bringing the position to 72 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Essential Partners first reported a position in SPOK in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.29K in Q3 2025. 11 funds tracked by Wall St. Rank hold SPOK as of Q3 2026.

Essential Partners held 72 shares of Spok Holdings worth $755 as of Q3 2026.
Essential Partners bought 67 Spok Holdings shares in Q3 2026, an estimated $715.
Spok Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2282 holding.
Essential Partners first reported a position in Spok Holdings in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Spok Holdings position peaked at $1.29K in Q3 2025.
11 funds tracked by Wall St. Rank held Spok Holdings as of Q3 2026.

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