OFA
ESAB icon

Oak Family Advisors’s ESAB ESAB Stock Holding History

Oak Family 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
2025
Q1 		– Sell
-27,211
Closed -$3.26M – 122
2024
Q4 		$3.26M Sell
27,211
-14,094
-34% -$1.7M 1.28% 29
2024
Q3 		$4.39M Sell
41,305
-173
-0.4% -$17.1K 1.59% 24
2024
Q2 		$3.92M Sell
41,478
-2,885
-7% -$300K 1.49% 26
2024
Q1 		$4.91M Sell
44,363
-8,307
-16% -$775K 1.89% 17
2023
Q4 		$4.56M Sell
52,670
-3,350
-6% -$254K 1.92% 19
2023
Q3 		$3.93M Sell
56,020
-825
-1% -$57.4K 1.86% 18
2023
Q2 		$3.78M Sell
56,845
-7,027
-11% -$426K 1.79% 21
2023
Q1 		$3.77M Buy
63,872
+958
+2% +$54.9K 1.86% 20
2022
Q4 		$2.95M Buy
62,914
+44,201
+236% +$1.85M 1.58% 23
2022
Q3 		$624K Buy
+18,713
New +$767K 0.4% 54

Other funds holding ESAB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return