Creative Planning
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Creative Planning’s Establishment Labs ESTA Stock Holding History

Creative Planning’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
2025
Q1 		– Sell
-492
Closed -$22.7K – 3542
2024
Q4 		$22.7K Buy
+492
New +$21.4K ﹤0.01% 3324

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Creative Planning's ESTA Position: Q1 2025 in Review

Creative Planning sold out of Establishment Labs (ESTA) in Q1 2025, closing a stake of 492 shares — an estimated $22.7K sold.

Creative Planning first reported a position in ESTA in Q4 2024 and held it in 1 quarter. The position peaked at $22.7K in Q4 2024. 137 funds tracked by Wall St. Rank hold ESTA as of Q1 2025.

  • Creative Planning reported no remaining Establishment Labs position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 492 Establishment Labs shares in Q1 2025, an estimated $22.7K.
  • Creative Planning first reported a position in Establishment Labs in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Establishment Labs position peaked at $22.7K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Establishment Labs as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.