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Essential Partners’s Stereotaxis STXS Stock Holding History

Essential Partners’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11 Sell
9
-191
-96% -$273 ﹤0.01% 2833
2026
Q2 		$344 Buy
200
+119
+147% +$223 ﹤0.01% 2544
2026
Q1 		$149 Buy
81
+72
+800% +$158 ﹤0.01% 2659
2025
Q4 		$21 Sell
9
-6
-40% -$16 ﹤0.01% 2717
2025
Q3 		$47 Buy
15
+6
+67% +$16 ﹤0.01% 2573
2025
Q2 		$19 Buy
+9
New +$18 ﹤0.01% 2226

Other funds holding STXS

CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's STXS Position: Q3 2026 in Review

Essential Partners reduced its Stereotaxis (STXS) stake by 96% in Q3 2026, selling an estimated $273 and leaving 9 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Essential Partners first reported a position in STXS in Q2 2025 and has held it in 6 quarters since. The position peaked at $344 in Q2 2026. 8 funds tracked by Wall St. Rank hold STXS as of Q3 2026.

  • Essential Partners held 9 shares of Stereotaxis worth $11 as of Q3 2026.
  • Essential Partners sold 191 Stereotaxis shares in Q3 2026, an estimated $273.
  • Stereotaxis made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2833 holding.
  • Essential Partners first reported a position in Stereotaxis in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Stereotaxis position peaked at $344 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Stereotaxis as of Q3 2026.

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