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Measured Wealth Private Client Group’s Element Solutions ESI Stock Holding History

Measured Wealth Private Client Group’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
Q2 		$61.3K Sell
1,284
-42
-3% -$1.74K 0.01% 295
2026
Q1 		$45.3K Sell
1,326
-476
-26% -$14.9K 0.01% 310
2025
Q4 		$45K Sell
1,802
-133
-7% -$3.45K 0.01% 324
2025
Q3 		$48.7K Buy
+1,935
New +$48.2K 0.01% 303

Other funds holding ESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Measured Wealth Private Client Group's ESI Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Element Solutions (ESI) stake by 3.2% in Q2 2026, selling an estimated $1.74K and leaving 1,284 shares worth $61.3K. The position accounts for 0.01% of the portfolio, ranked #295.

Measured Wealth Private Client Group first reported a position in ESI in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold ESI as of Q2 2026.

  • Measured Wealth Private Client Group held 1,284 shares of Element Solutions worth $61.3K as of Q2 2026.
  • Measured Wealth Private Client Group sold 42 Element Solutions shares in Q2 2026, an estimated $1.74K.
  • Element Solutions made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #295 holding.
  • Measured Wealth Private Client Group first reported a position in Element Solutions in Q3 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Element Solutions as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.