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Avantax Advisory Services’s Elastic ESTC Stock Holding History

Avantax Advisory Services’s Portfolio ESTC Stock Details ESTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$972K Buy
11,522
+1,888
+20% +$160K 0.01% 1189
2025
Q1 		$858K Sell
9,634
-497
-5% -$51.6K 0.01% 1176
2024
Q4 		$1M Buy
+10,131
New +$937K 0.01% 1036

Other funds holding ESTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Avantax Advisory Services's ESTC Position: Q2 2025 in Review

Avantax Advisory Services increased its Elastic (ESTC) stake by 20% in Q2 2025, buying an estimated $160K and bringing the position to 11,522 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #1189.

Avantax Advisory Services first reported a position in ESTC in Q4 2024 and has held it in 3 quarters since. The position peaked at $1M in Q4 2024. 445 funds tracked by Wall St. Rank hold ESTC as of Q2 2025.

  • Avantax Advisory Services held 11,522 shares of Elastic worth $972K as of Q2 2025.
  • Avantax Advisory Services bought 1,888 Elastic shares in Q2 2025, an estimated $160K.
  • Elastic made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1189 holding.
  • Avantax Advisory Services first reported a position in Elastic in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Elastic position peaked at $1M in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Elastic as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.