ORG Wealth Partners’s ESAB ESAB Stock Holding History

ORG Wealth Partners’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	-287	Closed	-$34.4K	–	781
2024 Q4	$34.4K	Buy	+287	New	+$34.7K	0.01%	278

Other funds holding ESAB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ORG Wealth Partners's ESAB Position: Q1 2025 in Review

ORG Wealth Partners sold out of ESAB (ESAB) in Q1 2025, closing a stake of 287 shares — an estimated $34.4K sold.

ORG Wealth Partners first reported a position in ESAB in Q4 2024 and held it in 1 quarter. The position peaked at $34.4K in Q4 2024. 336 funds tracked by Wall St. Rank hold ESAB as of Q1 2025.

ORG Wealth Partners reported no remaining ESAB position as of Q1 2025 after selling out during the quarter.
ORG Wealth Partners sold 287 ESAB shares in Q1 2025, an estimated $34.4K.
ORG Wealth Partners first reported a position in ESAB in Q4 2024 and held it in 1 quarter.
ORG Wealth Partners's ESAB position peaked at $34.4K in Q4 2024.
336 funds tracked by Wall St. Rank held ESAB as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.