Simplify Asset Management’s Establishment Labs ESTA Stock Holding History

Simplify Asset Management’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	$5.19M	Buy	60,540 +7,531	+14%	+$541K	0.07%	42
2026 Q1	$3.01M	Sell	53,009 -19,885	-27%	-$1.36M	0.05%	44
2025 Q4	$5.31M	Buy	72,894 +34,946	+92%	+$2.11M	0.09%	36
2025 Q3	$1.56M	Buy	+37,948	New	+$1.55M	0.03%	63
2025 Q2	–	Sell	-16,222	Closed	-$662K	–	94
2025 Q1	$662K	Sell	16,222 -48,078	-75%	-$1.79M	0.02%	72
2024 Q4	$2.96M	Buy	64,300 +42,661	+197%	+$1.86M	0.15%	42
2024 Q3	$936K	Buy	21,639 +8,732	+68%	+$380K	0.04%	75
2024 Q2	$586K	Sell	12,907 -12,586	-49%	-$638K	0.04%	83
2024 Q1	$1.3M	Buy	25,493 +13,630	+115%	+$547K	0.08%	68
2023 Q4	$307K	Sell	11,863 -870	-7%	-$25.5K	0.03%	102
2023 Q3	$625K	Sell	12,733 -145	-1%	-$8.67K	0.07%	89
2023 Q2	$884K	Buy	12,878 +3,190	+33%	+$220K	0.12%	79
2023 Q1	$656K	Sell	9,688 -25,840	-73%	-$1.77M	0.09%	74
2022 Q4	$2.33M	Buy	35,528 +24,321	+217%	+$1.47M	0.36%	25
2022 Q3	$612K	Buy	+11,207	New	+$670K	0.07%	48

Other funds holding ESTA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Simplify Asset Management's ESTA Position: Q2 2026 in Review

Simplify Asset Management increased its Establishment Labs (ESTA) stake by 14% in Q2 2026, buying an estimated $541K and bringing the position to 60,540 shares worth $5.19M. The position accounts for 0.07% of the portfolio, ranked #42.

Simplify Asset Management first reported a position in ESTA in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.31M in Q4 2025. 12 funds tracked by Wall St. Rank hold ESTA as of Q2 2026.

Simplify Asset Management held 60,540 shares of Establishment Labs worth $5.19M as of Q2 2026.
Simplify Asset Management bought 7,531 Establishment Labs shares in Q2 2026, an estimated $541K.
Establishment Labs made up 0.07% of Simplify Asset Management's portfolio in Q2 2026, its #42 holding.
Simplify Asset Management first reported a position in Establishment Labs in Q3 2022 and has held it in 15 quarters since.
Simplify Asset Management's Establishment Labs position peaked at $5.31M in Q4 2025.
12 funds tracked by Wall St. Rank held Establishment Labs as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.