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 Q2	$1.43K	Hold	25	–	–	﹤0.01%	785
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOA Wealth Advisors's ESTC Position: Q2 2026 in Review

SOA Wealth Advisors held its Elastic (ESTC) position steady in Q2 2026 at 25 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

SOA Wealth Advisors first reported a position in ESTC in Q2 2021 and has held it in 21 quarters since. The position peaked at $3K in Q4 2021. 374 funds tracked by Wall St. Rank hold ESTC as of Q2 2026.

SOA Wealth Advisors held 25 shares of Elastic worth $1.43K as of Q2 2026.
SOA Wealth Advisors left its Elastic share count unchanged in Q2 2026.
Elastic made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #785 holding.
SOA Wealth Advisors first reported a position in Elastic in Q2 2021 and has held it in 21 quarters since.
SOA Wealth Advisors's Elastic position peaked at $3K in Q4 2021.
374 funds tracked by Wall St. Rank held Elastic as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.