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Evolution Wealth Management’s Establishment Labs ESTA Stock Holding History

Evolution Wealth Management’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
Q3 		– Sell
-150
Closed -$6.41K – 621
2025
Q2 		$6.41K Buy
+150
New +$5.23K 0.01% 416

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FCM
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BAMCO Inc
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TCM
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William Blair Investment Management
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Morgan Stanley
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Capital Research Global Investors
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Evolution Wealth Management's ESTA Position: Q3 2025 in Review

Evolution Wealth Management sold out of Establishment Labs (ESTA) in Q3 2025, closing a stake of 150 shares — an estimated $6.41K sold.

Evolution Wealth Management first reported a position in ESTA in Q2 2025 and held it in 1 quarter. The position peaked at $6.41K in Q2 2025. 149 funds tracked by Wall St. Rank hold ESTA as of Q3 2025.

  • Evolution Wealth Management reported no remaining Establishment Labs position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 150 Establishment Labs shares in Q3 2025, an estimated $6.41K.
  • Evolution Wealth Management first reported a position in Establishment Labs in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Establishment Labs position peaked at $6.41K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Establishment Labs as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.