IAM
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Iridian Asset Management’s Element Solutions ESI Stock Holding History

Iridian Asset Management’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.07M Sell
236,342
-27,869
-11% -$873K 3.27% 9
2025
Q4 		$6.6M Buy
264,211
+71,686
+37% +$1.86M 2.43% 12
2025
Q3 		$4.85M Sell
192,525
-18,199
-9% -$454K 1.91% 16
2025
Q2 		$4.77M Sell
210,724
-48,341
-19% -$1.01M 1.65% 22
2025
Q1 		$5.86M Buy
259,065
+220
+0.1% +$5.62K 1.84% 19
2024
Q4 		$6.58M Sell
258,845
-31,924
-11% -$863K 1.75% 18
2024
Q3 		$7.9M Buy
290,769
+34,362
+13% +$900K 1.69% 18
2024
Q2 		$6.95M Sell
256,407
-15,921
-6% -$392K 1.57% 18
2024
Q1 		$6.8M Sell
272,328
-8,607
-3% -$200K 1.33% 18
2023
Q4 		$6.5M Buy
280,935
+9,758
+4% +$197K 1.18% 20
2023
Q3 		$5.32M Sell
271,177
-424,728
-61% -$8.43M 1.08% 24
2023
Q2 		$13.4M Sell
695,905
-68,789
-9% -$1.26M 1.24% 25
2023
Q1 		$14.8M Sell
764,694
-111,396
-13% -$2.2M 1.21% 23
2022
Q4 		$15.9M Sell
876,090
-75,896
-8% -$1.37M 1.53% 23
2022
Q3 		$15.5M Buy
951,986
+86,160
+10% +$1.61M 1.54% 25
2022
Q2 		$15.4M Buy
865,826
+33,046
+4% +$671K 1.26% 32
2022
Q1 		$18.2M Sell
832,780
-161,605
-16% -$3.72M 1.27% 34
2021
Q4 		$24.1M Sell
994,385
-1,419,751
-59% -$33.5M 1.48% 29
2021
Q3 		$52.3M Sell
2,414,136
-1,608,148
-40% -$36.7M 1.6% 30
2021
Q2 		$94M Buy
4,022,284
+206,827
+5% +$4.55M 1.64% 31
2021
Q1 		$69.8M Buy
3,815,457
+2,206,497
+137% +$40.6M 1.19% 38
2020
Q4 		$28.5M Buy
+1,608,960
New +$22.2M 0.52% 48

Other funds holding ESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Iridian Asset Management's ESI Position: Q1 2026 in Review

Iridian Asset Management reduced its Element Solutions (ESI) stake by 11% in Q1 2026, selling an estimated $873K and leaving 236,342 shares worth $8.07M. The position accounts for 3.27% of the portfolio, ranked #9.

Iridian Asset Management first reported a position in ESI in Q4 2020 and has held it in 22 quarters since. The position peaked at $94M in Q2 2021. 445 funds tracked by Wall St. Rank hold ESI as of Q1 2026.

  • Iridian Asset Management held 236,342 shares of Element Solutions worth $8.07M as of Q1 2026.
  • Iridian Asset Management sold 27,869 Element Solutions shares in Q1 2026, an estimated $873K.
  • Element Solutions made up 3.27% of Iridian Asset Management's portfolio in Q1 2026, its #9 holding.
  • Iridian Asset Management first reported a position in Element Solutions in Q4 2020 and has held it in 22 quarters since.
  • Iridian Asset Management's Element Solutions position peaked at $94M in Q2 2021.
  • 445 funds tracked by Wall St. Rank held Element Solutions as of Q1 2026.

Based on Iridian Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.