Institute for Wealth Management’s Elastic ESTC Stock Holding History

Institute for Wealth Management’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	$6.9K	Buy	+121	New	+$6.49K	﹤0.01%	1406

Other funds holding ESTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Institute for Wealth Management's ESTC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Elastic (ESTC) in Q2 2026: 121 shares worth $6.9K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings.

156 funds tracked by Wall St. Rank hold ESTC as of Q2 2026.

Institute for Wealth Management held 121 shares of Elastic worth $6.9K as of Q2 2026.
Elastic was a new Institute for Wealth Management position in Q2 2026.
Elastic made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1406 holding.
156 funds tracked by Wall St. Rank held Elastic as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.