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Essential Partners’s Stoneridge SRI Stock Holding History

Essential Partners’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19
Closed -$92 – 2952
2026
Q1 		$92 Sell
19
-5
-21% -$34 ﹤0.01% 2728
2025
Q4 		$139 Sell
24
-117
-83% -$736 ﹤0.01% 2502
2025
Q3 		$1.07K Sell
141
-1,075
-88% -$8.52K ﹤0.01% 1998
2025
Q2 		$8.56K Buy
+1,216
New +$5.96K ﹤0.01% 889

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Essential Partners's SRI Position: Q2 2026 in Review

Essential Partners sold out of Stoneridge (SRI) in Q2 2026, closing a stake of 19 shares — an estimated $92 sold.

Essential Partners first reported a position in SRI in Q2 2025 and held it in 4 quarters. The position peaked at $8.56K in Q2 2025. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Essential Partners reported no remaining Stoneridge position as of Q2 2026 after selling out during the quarter.
  • Essential Partners sold 19 Stoneridge shares in Q2 2026, an estimated $92.
  • Essential Partners first reported a position in Stoneridge in Q2 2025 and held it in 4 quarters.
  • Essential Partners's Stoneridge position peaked at $8.56K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.