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Essential Partners’s TriSalus Life Sciences TLSI Stock Holding History

Essential Partners’s Portfolio TLSI Stock Details TLSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$397 Sell
92
-3
-3% -$14 ﹤0.01% 2469
2026
Q2 		$432 Buy
95
+52
+121% +$207 ﹤0.01% 2508
2026
Q1 		$172 Buy
43
+21
+95% +$103 ﹤0.01% 2635
2025
Q4 		$154 Hold
22
– – ﹤0.01% 2483
2025
Q3 		$102 Buy
+22
New +$103 ﹤0.01% 2489

Other funds holding TLSI

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's TLSI Position: Q3 2026 in Review

Essential Partners reduced its TriSalus Life Sciences (TLSI) stake by 3.2% in Q3 2026, selling an estimated $14 and leaving 92 shares worth $397. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Essential Partners first reported a position in TLSI in Q3 2025 and has held it in 5 quarters since. The position peaked at $432 in Q2 2026. 7 funds tracked by Wall St. Rank hold TLSI as of Q3 2026.

  • Essential Partners held 92 shares of TriSalus Life Sciences worth $397 as of Q3 2026.
  • Essential Partners sold 3 TriSalus Life Sciences shares in Q3 2026, an estimated $14.
  • TriSalus Life Sciences made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2469 holding.
  • Essential Partners first reported a position in TriSalus Life Sciences in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's TriSalus Life Sciences position peaked at $432 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held TriSalus Life Sciences as of Q3 2026.

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