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Confluence Investment Management’s ESAB ESAB Stock Holding History

Confluence Investment Management’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 		$1.45M Buy
14,709
+2,892
+24% +$279K 0.02% 176
2026
Q1 		$1.14M Buy
11,817
+2,885
+32% +$334K 0.02% 205
2025
Q4 		$998K Buy
+8,932
New +$1.02M 0.02% 222

Other funds holding ESAB

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Confluence Investment Management's ESAB Position: Q2 2026 in Review

Confluence Investment Management increased its ESAB (ESAB) stake by 24% in Q2 2026, buying an estimated $279K and bringing the position to 14,709 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #176.

Confluence Investment Management first reported a position in ESAB in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold ESAB as of Q2 2026.

  • Confluence Investment Management held 14,709 shares of ESAB worth $1.45M as of Q2 2026.
  • Confluence Investment Management bought 2,892 ESAB shares in Q2 2026, an estimated $279K.
  • ESAB made up 0.02% of Confluence Investment Management's portfolio in Q2 2026, its #176 holding.
  • Confluence Investment Management first reported a position in ESAB in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held ESAB as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.