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Root Financial Partners’s Elastic ESTC Stock Holding History

Root Financial Partners’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 		– Sell
-923
Closed -$46.1K – 1282
2026
Q1 		$46.1K Buy
923
+893
+2,977% +$54.9K ﹤0.01% 904
2025
Q4 		$2.26K Buy
30
+12
+67% +$979 ﹤0.01% 1972
2025
Q3 		$1.52K Buy
+18
New +$1.52K ﹤0.01% 2000

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

Root Financial Partners's ESTC Position: Q2 2026 in Review

Root Financial Partners sold out of Elastic (ESTC) in Q2 2026, closing a stake of 923 shares — an estimated $46.1K sold.

Root Financial Partners first reported a position in ESTC in Q3 2025 and held it in 3 quarters. The position peaked at $46.1K in Q1 2026. 374 funds tracked by Wall St. Rank hold ESTC as of Q2 2026.

  • Root Financial Partners reported no remaining Elastic position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 923 Elastic shares in Q2 2026, an estimated $46.1K.
  • Root Financial Partners first reported a position in Elastic in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Elastic position peaked at $46.1K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Elastic as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.