OFA
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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 1.18% 29
2024
Q3 		$4.39M Sell
41,305
-173
-0.4% -$17.1K 1.35% 24
2024
Q2 		$3.92M Sell
41,478
-2,885
-7% -$300K 1.34% 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 0.33% 54

Other funds holding ESAB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oak Family Advisors's ESAB Position: Q1 2025 in Review

Oak Family Advisors sold out of ESAB (ESAB) in Q1 2025, closing a stake of 27,211 shares — an estimated $3.26M sold.

Oak Family Advisors first reported a position in ESAB in Q3 2022 and held it in 10 quarters. The position peaked at $4.91M in Q1 2024. 336 funds tracked by Wall St. Rank hold ESAB as of Q1 2025.

  • Oak Family Advisors reported no remaining ESAB position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 27,211 ESAB shares in Q1 2025, an estimated $3.26M.
  • Oak Family Advisors first reported a position in ESAB in Q3 2022 and held it in 10 quarters.
  • Oak Family Advisors's ESAB position peaked at $4.91M in Q1 2024.
  • 336 funds tracked by Wall St. Rank held ESAB as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.