JFS Wealth Advisors’s ESAB ESAB Stock Holding History

JFS Wealth Advisors’s Portfolio ESAB Stock Details ESAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.02K	Sell	61 -3	-5%	-$290	﹤0.01%	1213
2026 Q1	$6.19K	Buy	64 +1	+2%	+$116	﹤0.01%	1119
2025 Q4	$7.04K	Buy	63 +15	+31%	+$1.72K	﹤0.01%	1109
2025 Q3	$5.36K	Hold	48	–	–	﹤0.01%	1095
2025 Q2	$5.79K	Hold	48	–	–	﹤0.01%	1035
2025 Q1	$5.59K	Hold	48	–	–	﹤0.01%	1079
2024 Q4	$5.76K	Hold	48	–	–	﹤0.01%	1074
2024 Q3	$5.1K	Buy	48 +1	+2%	+$99	﹤0.01%	1113
2024 Q2	$4.44K	Hold	47	–	–	﹤0.01%	1115
2024 Q1	$5.2K	Hold	47	–	–	﹤0.01%	1084
2023 Q4	$4.07K	Hold	47	–	–	﹤0.01%	1137
2023 Q3	$3.3K	Hold	47	–	–	﹤0.01%	1172
2023 Q2	$3.13K	Buy	47 +6	+15%	+$364	﹤0.01%	1209
2023 Q1	$2.42K	Buy	41 +13	+46%	+$745	﹤0.01%	1290
2022 Q4	$1.31K	Hold	28	–	–	﹤0.01%	1522
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	1536
2022 Q2	$1K	Buy	+28	New	+$1.35K	﹤0.01%	1514

Other funds holding ESAB

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return