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Essential Partners’s Stagwell STGW Stock Holding History

Essential Partners’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.4K Buy
541
+10
+2% +$83 ﹤0.01% 1572
2026
Q2 		$3.94K Sell
531
-912
-63% -$6.04K ﹤0.01% 1648
2026
Q1 		$9.08K Sell
1,443
-620
-30% -$3.47K ﹤0.01% 1307
2025
Q4 		$10.1K Buy
2,063
+1,874
+992% +$9.75K ﹤0.01% 1167
2025
Q3 		$1.06K Buy
+189
New +$1K ﹤0.01% 2003

Other funds holding STGW

AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's STGW Position: Q3 2026 in Review

Essential Partners increased its Stagwell (STGW) stake by 1.9% in Q3 2026, buying an estimated $83 and bringing the position to 541 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Essential Partners first reported a position in STGW in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.1K in Q4 2025. 9 funds tracked by Wall St. Rank hold STGW as of Q3 2026.

  • Essential Partners held 541 shares of Stagwell worth $4.4K as of Q3 2026.
  • Essential Partners bought 10 Stagwell shares in Q3 2026, an estimated $83.
  • Stagwell made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1572 holding.
  • Essential Partners first reported a position in Stagwell in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Stagwell position peaked at $10.1K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Stagwell as of Q3 2026.

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