PS
ESTC icon

Planned Solutions’s Elastic ESTC Stock Holding History

Planned Solutions’s Portfolio ESTC Stock Details ESTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Hold
44,870
– – 0.74% 22
2026
Q1 		$2.24M Hold
44,870
– – 0.74% 23
2025
Q4 		$3.38M Hold
44,870
– – 1.09% 19
2025
Q3 		$3.79M Hold
44,870
– – 1.32% 18
2025
Q2 		$3.78M Hold
44,870
– – 1.45% 17
2025
Q1 		$4M Sell
44,870
-8,795
-16% -$913K 1.64% 15
2024
Q4 		$5.32M Sell
53,665
-1,075
-2% -$99.4K 2.17% 13
2024
Q3 		$4.2M Hold
54,740
– – 1.71% 13
2024
Q2 		$6.24M Hold
54,740
– – 3.06% 11
2024
Q1 		$5.49M Hold
54,740
– – 2.69% 12
2023
Q4 		$6.17M Buy
+54,740
New +$4.86M 2.89% 10

Other funds holding ESTC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return