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Greenleaf Trust’s Elbit Systems ESLT Stock Holding History

Greenleaf Trust’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Sell
419
-47
-10% -$39.1K ﹤0.01% 670
2026
Q1 		$396K Hold
466
– – ﹤0.01% 555
2025
Q4 		$269K Buy
466
+31
+7% +$15.5K ﹤0.01% 693
2025
Q3 		$222K Buy
+435
New +$204K ﹤0.01% 746

Other funds holding ESLT

LAI
Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Greenleaf Trust's ESLT Position: Q2 2026 in Review

Greenleaf Trust reduced its Elbit Systems (ESLT) stake by 10% in Q2 2026, selling an estimated $39.1K and leaving 419 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Greenleaf Trust first reported a position in ESLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $396K in Q1 2026. 60 funds tracked by Wall St. Rank hold ESLT as of Q2 2026.

  • Greenleaf Trust held 419 shares of Elbit Systems worth $318K as of Q2 2026.
  • Greenleaf Trust sold 47 Elbit Systems shares in Q2 2026, an estimated $39.1K.
  • Elbit Systems made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #670 holding.
  • Greenleaf Trust first reported a position in Elbit Systems in Q3 2025 and has held it in 4 quarters since.
  • Greenleaf Trust's Elbit Systems position peaked at $396K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.