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Roehl & Yi Investment Advisors’s Establishment Labs ESTA Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
11,774
-5,373
-31% -$386K 0.33% 63
2026
Q1 		$974K Hold
17,147
– – 0.37% 56
2025
Q4 		$1.25M Hold
17,147
– – 0.5% 41
2025
Q3 		$703K Hold
17,147
– – 0.31% 73
2025
Q2 		$732K Hold
17,147
– – 0.38% 61
2025
Q1 		$700K Buy
+17,147
New +$639K 0.38% 63

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Roehl & Yi Investment Advisors's ESTA Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Establishment Labs (ESTA) stake by 31% in Q2 2026, selling an estimated $386K and leaving 11,774 shares worth $1.01M. The position accounts for 0.33% of the portfolio, ranked #63.

Roehl & Yi Investment Advisors first reported a position in ESTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 197 funds tracked by Wall St. Rank hold ESTA as of Q2 2026.

  • Roehl & Yi Investment Advisors held 11,774 shares of Establishment Labs worth $1.01M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 5,373 Establishment Labs shares in Q2 2026, an estimated $386K.
  • Establishment Labs made up 0.33% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Roehl & Yi Investment Advisors first reported a position in Establishment Labs in Q1 2025 and has held it in 6 quarters since.
  • Roehl & Yi Investment Advisors's Establishment Labs position peaked at $1.25M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Establishment Labs as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.