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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
– – 0.73% 22
2026
Q1 		$2.24M Hold
44,870
– – 0.73% 23
2025
Q4 		$3.38M Hold
44,870
– – 1.09% 19
2025
Q3 		$3.79M Hold
44,870
– – 1.3% 18
2025
Q2 		$3.78M Hold
44,870
– – 1.44% 17
2025
Q1 		$4M Sell
44,870
-8,795
-16% -$913K 1.62% 15
2024
Q4 		$5.32M Sell
53,665
-1,075
-2% -$99.4K 2.15% 13
2024
Q3 		$4.2M Hold
54,740
– – 1.69% 13
2024
Q2 		$6.24M Hold
54,740
– – 3.02% 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planned Solutions's ESTC Position: Q2 2026 in Review

Planned Solutions held its Elastic (ESTC) position steady in Q2 2026 at 44,870 shares worth $2.56M. The position accounts for 0.73% of the portfolio, ranked #22.

Planned Solutions first reported a position in ESTC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.24M in Q2 2024. 372 funds tracked by Wall St. Rank hold ESTC as of Q2 2026.

  • Planned Solutions held 44,870 shares of Elastic worth $2.56M as of Q2 2026.
  • Planned Solutions left its Elastic share count unchanged in Q2 2026.
  • Elastic made up 0.73% of Planned Solutions's portfolio in Q2 2026, its #22 holding.
  • Planned Solutions first reported a position in Elastic in Q4 2023 and has held it in 11 quarters since.
  • Planned Solutions's Elastic position peaked at $6.24M in Q2 2024.
  • 372 funds tracked by Wall St. Rank held Elastic as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.