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EverSource Wealth Advisors’s Elastic ESTC Stock Holding History

EverSource Wealth Advisors’s Portfolio ESTC Stock Details ESTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124K Sell
2,181
-1,873
-46% -$100K ﹤0.01% 1265
2026
Q1 		$203K Sell
4,054
-4,994
-55% -$307K 0.01% 1048
2025
Q4 		$683K Buy
9,048
+5,817
+180% +$475K 0.03% 438
2025
Q3 		$273K Buy
3,231
+1,121
+53% +$94.4K 0.01% 765
2025
Q2 		$178K Buy
2,110
+1,688
+400% +$143K 0.01% 908
2025
Q1 		$37.6K Buy
422
+367
+667% +$38.1K ﹤0.01% 1380
2024
Q4 		$5.45K Buy
55
+5
+10% +$462 ﹤0.01% 2302
2024
Q3 		$3.84K Sell
50
-16
-24% -$1.58K ﹤0.01% 2337
2024
Q2 		$7.24K Buy
66
+18
+38% +$1.89K ﹤0.01% 2044
2024
Q1 		$4.91K Buy
48
+15
+45% +$1.73K ﹤0.01% 2064
2023
Q4 		$3.72K Hold
33
– – ﹤0.01% 1974
2023
Q3 		$2.68K Buy
33
+18
+120% +$1.23K ﹤0.01% 1921
2023
Q2 		$962 Hold
15
– – ﹤0.01% 2245
2023
Q1 		$869 Buy
+15
New +$855 ﹤0.01% 2143
2022
Q4 		– Sell
-250
Closed -$18K – 2344
2022
Q3 		$18K Hold
250
– – ﹤0.01% 932
2022
Q2 		$17K Hold
250
– – ﹤0.01% 869
2022
Q1 		$22K Hold
250
– – 0.01% 657
2021
Q4 		$31K Buy
+250
New +$37.8K 0.01% 522

Other funds holding ESTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's ESTC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Elastic (ESTC) stake by 46% in Q2 2026, selling an estimated $100K and leaving 2,181 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

EverSource Wealth Advisors first reported a position in ESTC in Q4 2021 and has held it in 18 quarters since. The position peaked at $683K in Q4 2025. 372 funds tracked by Wall St. Rank hold ESTC as of Q2 2026.

  • EverSource Wealth Advisors held 2,181 shares of Elastic worth $124K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,873 Elastic shares in Q2 2026, an estimated $100K.
  • Elastic made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1265 holding.
  • EverSource Wealth Advisors first reported a position in Elastic in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Elastic position peaked at $683K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Elastic as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.