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Arosa Capital Management’s ESS Tech GWH Stock Holding History

Arosa Capital Management’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$523K Sell
550,000
-360,000
-40% -$358K 0.09% 51
2026
Q1 		$1.06M Sell
910,000
-40,000
-4% -$61.6K 0.16% 51
2025
Q4 		$1.79M Buy
950,000
+274,583
+41% +$873K 0.22% 60
2025
Q3 		$1.03M Buy
+675,417
New +$1.1M 0.23% 53

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $433M AUM 8.59% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return

Arosa Capital Management's GWH Position: Q2 2026 in Review

Arosa Capital Management reduced its ESS Tech (GWH) stake by 40% in Q2 2026, selling an estimated $358K and leaving 550,000 shares worth $523K. The position accounts for 0.09% of the portfolio, ranked #51.

Arosa Capital Management first reported a position in GWH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q4 2025. 47 funds tracked by Wall St. Rank hold GWH as of Q2 2026.

  • Arosa Capital Management held 550,000 shares of ESS Tech worth $523K as of Q2 2026.
  • Arosa Capital Management sold 360,000 ESS Tech shares in Q2 2026, an estimated $358K.
  • ESS Tech made up 0.09% of Arosa Capital Management's portfolio in Q2 2026, its #51 holding.
  • Arosa Capital Management first reported a position in ESS Tech in Q3 2025 and has held it in 4 quarters since.
  • Arosa Capital Management's ESS Tech position peaked at $1.79M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held ESS Tech as of Q2 2026.

Based on Arosa Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.