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Essential Partners’s Tiptree Inc TIPT Stock Holding History

Essential Partners’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.34K Buy
354
+229
+183% +$3.96K ﹤0.01% 1432
2026
Q1 		$2.12K Sell
125
-110
-47% -$1.88K ﹤0.01% 1988
2025
Q4 		$4.29K Buy
235
+118
+101% +$2.15K ﹤0.01% 1487
2025
Q3 		$2.24K Buy
117
+116
+11,600% +$2.58K ﹤0.01% 1760
2025
Q2 		$24 Buy
+1
New +$22 ﹤0.01% 2214

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Essential Partners's TIPT Position: Q2 2026 in Review

Essential Partners increased its Tiptree Inc (TIPT) stake by 183% in Q2 2026, buying an estimated $3.96K and bringing the position to 354 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Essential Partners first reported a position in TIPT in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Essential Partners held 354 shares of Tiptree Inc worth $6.34K as of Q2 2026.
  • Essential Partners bought 229 Tiptree Inc shares in Q2 2026, an estimated $3.96K.
  • Tiptree Inc made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1432 holding.
  • Essential Partners first reported a position in Tiptree Inc in Q2 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

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