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Essential Partners’s TTEC Holdings TTEC Stock Holding History

Essential Partners’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$485 Sell
373
-221
-37% -$389 ﹤0.01% 2407
2026
Q2 		$1.15K Sell
594
-883
-60% -$2.28K ﹤0.01% 2181
2026
Q1 		$3.69K Buy
1,477
+1,387
+1,541% +$3.97K ﹤0.01% 1723
2025
Q4 		$324 Buy
90
+84
+1,400% +$286 ﹤0.01% 2320
2025
Q3 		$20 Buy
+6
New +$25 ﹤0.01% 2634

Other funds holding TTEC

SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's TTEC Position: Q3 2026 in Review

Essential Partners reduced its TTEC Holdings (TTEC) stake by 37% in Q3 2026, selling an estimated $389 and leaving 373 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Essential Partners first reported a position in TTEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.69K in Q1 2026. 7 funds tracked by Wall St. Rank hold TTEC as of Q3 2026.

  • Essential Partners held 373 shares of TTEC Holdings worth $485 as of Q3 2026.
  • Essential Partners sold 221 TTEC Holdings shares in Q3 2026, an estimated $389.
  • TTEC Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2407 holding.
  • Essential Partners first reported a position in TTEC Holdings in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's TTEC Holdings position peaked at $3.69K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2026.

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