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Cliff Asness’s ESAB ESAB Stock Holding History

Cliff Asness’s Portfolio ESAB Stock Details ESAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Sell
28,833
-205,101
-88% -$19.8M ﹤0.01% 2387
2026
Q1 		$21.8M Sell
233,934
-86,613
-27% -$10M 0.01% 997
2025
Q4 		$35.8M Buy
320,547
+293,920
+1,104% +$33.6M 0.02% 763
2025
Q3 		$2.93M Sell
26,627
-13,024
-33% -$1.55M ﹤0.01% 1751
2025
Q2 		$4.75M Sell
39,651
-25,588
-39% -$3.09M ﹤0.01% 1318
2025
Q1 		$7.39M Sell
65,239
-12,251
-16% -$1.49M 0.01% 971
2024
Q4 		$9.29M Sell
77,490
-18,690
-19% -$2.26M 0.01% 844
2024
Q3 		$10.2M Sell
96,180
-23,263
-19% -$2.3M 0.01% 795
2024
Q2 		$11.3M Sell
119,443
-7,571
-6% -$786K 0.02% 726
2024
Q1 		$14M Buy
127,014
+9,827
+8% +$917K 0.02% 611
2023
Q4 		$10.2M Buy
117,187
+47,918
+69% +$3.63M 0.02% 699
2023
Q3 		$4.86M Buy
69,269
+58,230
+527% +$4.05M 0.01% 942
2023
Q2 		$735K Buy
+11,039
New +$669K ﹤0.01% 1679
2023
Q1 		– Sell
-46,437
Closed -$2.18M – 2190
2022
Q4 		$2.18M Buy
46,437
+183
+0.4% +$7.66K 0.01% 1217
2022
Q3 		$1.54M Buy
46,254
+5,094
+12% +$209K ﹤0.01% 1317
2022
Q2 		$1.8M Buy
+41,160
New +$1.99M ﹤0.01% 1147

Other funds holding ESAB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Cliff Asness's ESAB Position: Q2 2026 in Review

Cliff Asness reduced its ESAB (ESAB) stake by 88% in Q2 2026, selling an estimated $19.8M and leaving 28,833 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Cliff Asness first reported a position in ESAB in Q2 2022 and has held it in 16 quarters since. The position peaked at $35.8M in Q4 2025. 344 funds tracked by Wall St. Rank hold ESAB as of Q2 2026.

  • Cliff Asness held 28,833 shares of ESAB worth $2.82M as of Q2 2026.
  • Cliff Asness sold 205,101 ESAB shares in Q2 2026, an estimated $19.8M.
  • ESAB made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2387 holding.
  • Cliff Asness first reported a position in ESAB in Q2 2022 and has held it in 16 quarters since.
  • Cliff Asness's ESAB position peaked at $35.8M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held ESAB as of Q2 2026.

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