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Waverly Advisors’s EquipmentShare.com Inc EQPT Stock Holding History

Waverly Advisors’s Portfolio EQPT Stock Details EQPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.39M Sell
121,407
-3,884
-3% -$83.2K 0.01% 648
2026
Q1 		$2.55M Buy
+125,291
New +$3.58M 0.02% 595

Other funds holding EQPT

ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
BCP
BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACA
Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Waverly Advisors's EQPT Position: Q2 2026 in Review

Waverly Advisors reduced its EquipmentShare.com Inc (EQPT) stake by 3.1% in Q2 2026, selling an estimated $83.2K and leaving 121,407 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #648.

Waverly Advisors first reported a position in EQPT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.55M in Q1 2026. 145 funds tracked by Wall St. Rank hold EQPT as of Q2 2026.

  • Waverly Advisors held 121,407 shares of EquipmentShare.com Inc worth $2.39M as of Q2 2026.
  • Waverly Advisors sold 3,884 EquipmentShare.com Inc shares in Q2 2026, an estimated $83.2K.
  • EquipmentShare.com Inc made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #648 holding.
  • Waverly Advisors first reported a position in EquipmentShare.com Inc in Q1 2026 and has held it in 2 quarters since.
  • Waverly Advisors's EquipmentShare.com Inc position peaked at $2.55M in Q1 2026.
  • 145 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.