SOA Wealth Advisors’s Elastic ESTC Stock Holding History

SOA Wealth Advisors’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 Q1	$1.25K	Hold	25	–	–	﹤0.01%	734
2025 Q4	$1.89K	Hold	25	–	–	﹤0.01%	723
2025 Q3	$2.11K	Hold	25	–	–	﹤0.01%	721
2025 Q2	$2.11K	Hold	25	–	–	﹤0.01%	710
2025 Q1	$2.23K	Hold	25	–	–	﹤0.01%	692
2024 Q4	$2.48K	Hold	25	–	–	﹤0.01%	671
2024 Q3	$1.92K	Hold	25	–	–	﹤0.01%	675
2024 Q2	$2.85K	Hold	25	–	–	﹤0.01%	646
2024 Q1	$2.51K	Hold	25	–	–	﹤0.01%	680
2023 Q4	$2.82K	Hold	25	–	–	﹤0.01%	661
2023 Q3	$2.03K	Hold	25	–	–	﹤0.01%	716
2023 Q2	$1.6K	Hold	25	–	–	﹤0.01%	744
2023 Q1	$1.45K	Hold	25	–	–	﹤0.01%	758
2022 Q4	$1.29K	Hold	25	–	–	﹤0.01%	771
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	762
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	748
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	791
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	722
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	738
2021 Q2	$3K	Buy	+25	New	+$3.13K	﹤0.01%	721

Other funds holding ESTC

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return