Mount Yale Investment Advisors’s Establishment Labs ESTA Stock Holding History

Mount Yale Investment Advisors’s Portfolio ESTA Stock Details ESTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Buy	+3,687	New	+$252K	﹤0.01%	1041
2025 Q3	–	Sell	-5,127	Closed	-$219K	–	953
2025 Q2	$219K	Buy	5,127 +64	+1%	+$2.23K	0.02%	534
2025 Q1	$207K	Buy	+5,063	New	+$189K	0.02%	513
2022 Q2	–	Sell	-3,245	Closed	-$219K	–	469
2022 Q1	$219K	Buy	+3,245	New	+$190K	0.02%	432
2021 Q3	–	Sell	-3,034	Closed	-$265K	–	470
2021 Q2	$265K	Buy	+3,034	New	+$226K	0.03%	347

Other funds holding ESTA

JAM

JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TCM

Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's ESTA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Establishment Labs (ESTA) in Q1 2026: 3,687 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ESTA as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ESTA in Q2 2021 and has held it in 5 quarters since. The position peaked at $265K in Q2 2021. 176 funds tracked by Wall St. Rank hold ESTA as of Q1 2026.

Mount Yale Investment Advisors held 3,687 shares of Establishment Labs worth $209K as of Q1 2026.
Establishment Labs was a new Mount Yale Investment Advisors position in Q1 2026.
Establishment Labs made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1041 holding.
Mount Yale Investment Advisors first reported a position in Establishment Labs in Q2 2021 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Establishment Labs position peaked at $265K in Q2 2021.
176 funds tracked by Wall St. Rank held Establishment Labs as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.