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 Q3	$6.42K	Buy	378 +24	+7%	+$430	﹤0.01%	1399
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

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

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's TIPT Position: Q3 2026 in Review

Essential Partners increased its Tiptree Inc (TIPT) stake by 6.8% in Q3 2026, buying an estimated $430 and bringing the position to 378 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Essential Partners first reported a position in TIPT in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

Essential Partners held 378 shares of Tiptree Inc worth $6.42K as of Q3 2026.
Essential Partners bought 24 Tiptree Inc shares in Q3 2026, an estimated $430.
Tiptree Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1399 holding.
Essential Partners first reported a position in Tiptree Inc in Q2 2025 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

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