Planning Strategies’s ESAB ESAB Stock Holding History

Planning Strategies’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
2026 Q3	–	Sell	-2	Closed	-$197	–	1174
2026 Q2	$197	Buy	+2	New	+$193	﹤0.01%	989

Other funds holding ESAB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Planning Strategies's ESAB Position: Q3 2026 in Review

Planning Strategies sold out of ESAB (ESAB) in Q3 2026, closing a stake of 2 shares — an estimated $197 sold.

Planning Strategies first reported a position in ESAB in Q2 2026 and held it in 1 quarter. The position peaked at $197 in Q2 2026. 281 funds tracked by Wall St. Rank hold ESAB as of Q3 2026.

Planning Strategies reported no remaining ESAB position as of Q3 2026 after selling out during the quarter.
Planning Strategies sold 2 ESAB shares in Q3 2026, an estimated $197.
Planning Strategies first reported a position in ESAB in Q2 2026 and held it in 1 quarter.
Planning Strategies's ESAB position peaked at $197 in Q2 2026.
281 funds tracked by Wall St. Rank held ESAB as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.