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Clearstead Advisors’s Establishment Labs ESTA Stock Holding History

Clearstead Advisors’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 		$198K Buy
2,303
+2,233
+3,190% +$160K ﹤0.01% 1071
2026
Q1 		$3.98K Hold
70
– – ﹤0.01% 1775
2025
Q4 		$5.1K Hold
70
– – ﹤0.01% 2012
2025
Q3 		$2.87K Sell
70
-49
-41% -$2K ﹤0.01% 2345
2025
Q2 		$5.08K Hold
119
– – ﹤0.01% 2104
2025
Q1 		$4.86K Hold
119
– – ﹤0.01% 1757
2024
Q4 		$5.48K Buy
119
+49
+70% +$2.14K ﹤0.01% 1704
2024
Q3 		$3.03K Sell
70
-135
-66% -$5.87K ﹤0.01% 1784
2024
Q2 		$9.32K Buy
205
+111
+118% +$5.63K ﹤0.01% 1555
2024
Q1 		$5.28K Buy
94
+70
+292% +$2.81K ﹤0.01% 1167
2023
Q4 		$622 Buy
+24
New +$703 ﹤0.01% 1447

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Clearstead Advisors's ESTA Position: Q2 2026 in Review

Clearstead Advisors increased its Establishment Labs (ESTA) stake by 3,190% in Q2 2026, buying an estimated $160K and bringing the position to 2,303 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Clearstead Advisors first reported a position in ESTA in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold ESTA as of Q2 2026.

  • Clearstead Advisors held 2,303 shares of Establishment Labs worth $198K as of Q2 2026.
  • Clearstead Advisors bought 2,233 Establishment Labs shares in Q2 2026, an estimated $160K.
  • Establishment Labs made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1071 holding.
  • Clearstead Advisors first reported a position in Establishment Labs in Q4 2023 and has held it in 11 quarters since.
  • 197 funds tracked by Wall St. Rank held Establishment Labs as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.