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Blue Zone Wealth Advisors’s Element Solutions ESI Stock Holding History

Blue Zone Wealth Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.7M Sell
161,297
-22,840
-12% -$948K 1.34% 20
2026
Q1 		$6.29M Sell
184,137
-20,597
-10% -$645K 1.28% 29
2025
Q4 		$5.12M Buy
204,734
+658
+0.3% +$17.1K 0.98% 43
2025
Q3 		$5.14M Sell
204,076
-460
-0.2% -$11.5K 1.03% 43
2025
Q2 		$4.63M Buy
204,536
+15,632
+8% +$328K 1.16% 45
2025
Q1 		$4.27M Buy
188,904
+15,358
+9% +$393K 1.19% 42
2024
Q4 		$4.41M Buy
173,546
+3,949
+2% +$107K 1.27% 35
2024
Q3 		$4.61M Buy
169,597
+1,741
+1% +$45.6K 1.43% 31
2024
Q2 		$4.55M Sell
167,856
-3,155
-2% -$77.7K 1.57% 25
2024
Q1 		$4.27M Buy
171,011
+1,140
+0.7% +$26.5K 1.47% 31
2023
Q4 		$3.93M Buy
169,871
+2,736
+2% +$55.2K 1.57% 30
2023
Q3 		$3.28M Buy
167,135
+8,897
+6% +$177K 1.44% 33
2023
Q2 		$3.04M Buy
158,238
+2,147
+1% +$39.5K 1.4% 31
2023
Q1 		$3.01M Sell
156,091
-142
-0.1% -$2.8K 1.61% 28
2022
Q4 		$2.84M Buy
156,233
+2,230
+1% +$40.2K 1.52% 25
2022
Q3 		$2.51M Buy
154,003
+1,324
+0.9% +$24.7K 1.3% 30
2022
Q2 		$2.72M Buy
152,679
+36,821
+32% +$747K 1.23% 34
2022
Q1 		$2.54M Hold
115,858
– – 0.95% 40
2021
Q4 		$2.81M Sell
115,858
-145
-0.1% -$3.42K 0.93% 43
2021
Q3 		$2.52M Hold
116,003
– – 0.87% 51
2021
Q2 		$2.71M Sell
116,003
-183
-0.2% -$4.03K 1.02% 39
2021
Q1 		$2.13M Buy
+116,186
New +$2.14M 0.9% 43

Other funds holding ESI

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return