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Fidelity Investments’s
Esquire Financial Holdings
ESQ
Stock Holding History
Fidelity Investments’s Portfolio
ESQ Stock Details
ESQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$356K
Sell
3,314
-413
-11%
-$44.2K
﹤0.01%
3251
2025
Q4
$380K
Buy
3,727
+1,413
+61%
+$143K
﹤0.01%
3181
2025
Q3
$236K
Buy
2,314
+10
+0.4%
+$986
﹤0.01%
3293
2025
Q2
$218K
Sell
2,304
-1,173
-34%
-$101K
﹤0.01%
3276
2025
Q1
$262K
Buy
3,477
+1,067
+44%
+$85.1K
﹤0.01%
3143
2024
Q4
$192K
Buy
2,410
+295
+14%
+$21.2K
﹤0.01%
3286
2024
Q3
$138K
Buy
2,115
+264
+14%
+$15.2K
﹤0.01%
3332
2024
Q2
$88.1K
Sell
1,851
-39
-2%
-$1.83K
﹤0.01%
3353
2024
Q1
$89.7K
Buy
1,890
+1,618
+595%
+$79.2K
﹤0.01%
3332
2023
Q4
$13.6K
Buy
272
+28
+11%
+$1.31K
﹤0.01%
4132
2023
Q3
$11.1K
Sell
244
-15
-6%
-$713
﹤0.01%
4075
2023
Q2
$11.8K
Sell
259
-75
-22%
-$3.07K
﹤0.01%
4089
2023
Q1
$13.1K
Buy
334
+285
+582%
+$12K
﹤0.01%
4028
2022
Q4
$2.12K
Sell
49
-52
-51%
-$2.21K
﹤0.01%
4500
2022
Q3
$4K
Buy
101
+63
+166%
+$2.34K
﹤0.01%
4375
2022
Q2
$1K
Buy
38
+23
+153%
+$810
﹤0.01%
4701
2022
Q1
$1K
Buy
+15
New
+$504
﹤0.01%
4782
Other funds holding ESQ
Mawer Investment Management
Calgary, Alberta, Canada
$15.4B AUM
10.9%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
CCM
Copeland Capital Management
Conshohocken, Pennsylvania
$4.5B AUM
18.67%
1-Year Est. Return
BCM
Basswood Capital Management
New York
$1.96B AUM
19.53%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AM
Ampfield Management
New York
$80.8M AUM
28.93%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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