BigSur Wealth Management’s Establishment Labs ESTA Stock Holding History

BigSur Wealth Management’s Portfolio ESTA Stock Details ESTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Sell	5,590 -14,392	-72%	-$1.03M	0.12%	127
2026 Q1	$1.13M	Hold	19,982	–	–	0.32%	83
2025 Q4	$1.46M	Hold	19,982	–	–	0.35%	74
2025 Q3	$819K	Hold	19,982	–	–	0.2%	92
2025 Q2	$853K	Hold	19,982	–	–	0.22%	89
2025 Q1	$815K	Sell	19,982 -12,000	-38%	-$447K	0.22%	90
2024 Q4	$1.47M	Hold	31,982	–	–	0.42%	63
2024 Q3	$1.38M	Buy	31,982 +3,000	+10%	+$130K	0.38%	70
2024 Q2	$1.32M	Sell	28,982 -1	-0%	-$51	0.4%	70
2024 Q1	$1.48M	Sell	28,983 -5,050	-15%	-$203K	0.46%	62
2023 Q4	$881K	Sell	34,033 -12,940	-28%	-$379K	0.42%	64
2023 Q3	$2.3M	Hold	46,973	–	–	1.16%	23
2023 Q2	$3.22M	Sell	46,973 -11,970	-20%	-$827K	1.54%	12
2023 Q1	$3.99M	Hold	58,943	–	–	1.87%	10
2022 Q4	$3.87M	Hold	58,943	–	–	1.86%	9
2022 Q3	$3.22M	Hold	58,943	–	–	1.63%	13
2022 Q2	$3.21M	Sell	58,943 -14,000	-19%	-$889K	1.51%	14
2022 Q1	$4.92M	Sell	72,943 -5,000	-6%	-$292K	1.92%	11
2021 Q4	$5.27M	Hold	77,943	–	–	2.06%	8
2021 Q3	$5.58M	Buy	77,943 +5,000	+7%	+$368K	2.51%	5
2021 Q2	$6.37M	Hold	72,943	–	–	2.88%	6
2021 Q1	$4.56M	Sell	72,943 -35,000	-32%	-$2.02M	2.34%	7
2020 Q4	$4.06M	Hold	107,943	–	–	2.29%	7
2020 Q3	$2M	Sell	107,943 -38,821	-26%	-$691K	1.27%	22
2020 Q2	$2.74M	Sell	146,764 -3,686	-2%	-$62.7K	1.96%	11
2020 Q1	$2.17M	Sell	150,450 -842	-0.6%	-$18.6K	1.63%	13
2019 Q4	$4.18M	Buy	+151,292	New	+$3.35M	2.36%	7

Other funds holding ESTA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BigSur Wealth Management's ESTA Position: Q2 2026 in Review

BigSur Wealth Management reduced its Establishment Labs (ESTA) stake by 72% in Q2 2026, selling an estimated $1.03M and leaving 5,590 shares worth $480K. The position accounts for 0.12% of the portfolio, ranked #127.

BigSur Wealth Management first reported a position in ESTA in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.37M in Q2 2021. 12 funds tracked by Wall St. Rank hold ESTA as of Q2 2026.

BigSur Wealth Management held 5,590 shares of Establishment Labs worth $480K as of Q2 2026.
BigSur Wealth Management sold 14,392 Establishment Labs shares in Q2 2026, an estimated $1.03M.
Establishment Labs made up 0.12% of BigSur Wealth Management's portfolio in Q2 2026, its #127 holding.
BigSur Wealth Management first reported a position in Establishment Labs in Q4 2019 and has held it in 27 quarters since.
BigSur Wealth Management's Establishment Labs position peaked at $6.37M in Q2 2021.
12 funds tracked by Wall St. Rank held Establishment Labs as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.