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Modern Wealth Management’s Elbit Systems ESLT Stock Holding History

Modern Wealth Management’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 		$256K Buy
338
+11
+3% +$9.15K ﹤0.01% 939
2026
Q1 		$293K Buy
+327
New +$252K 0.01% 722

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Modern Wealth Management's ESLT Position: Q2 2026 in Review

Modern Wealth Management increased its Elbit Systems (ESLT) stake by 3.4% in Q2 2026, buying an estimated $9.15K and bringing the position to 338 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Modern Wealth Management first reported a position in ESLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $293K in Q1 2026. 387 funds tracked by Wall St. Rank hold ESLT as of Q2 2026.

  • Modern Wealth Management held 338 shares of Elbit Systems worth $256K as of Q2 2026.
  • Modern Wealth Management bought 11 Elbit Systems shares in Q2 2026, an estimated $9.15K.
  • Elbit Systems made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #939 holding.
  • Modern Wealth Management first reported a position in Elbit Systems in Q1 2026 and has held it in 2 quarters since.
  • Modern Wealth Management's Elbit Systems position peaked at $293K in Q1 2026.
  • 387 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.