Spire Wealth Management’s Elastic ESTC Stock Holding History

Spire Wealth Management’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	$1.65K	Hold	33	–	–	﹤0.01%	2072
2025 Q4	$2.49K	Buy	33 +3	+10%	+$245	﹤0.01%	2055
2025 Q3	$2.54K	Hold	30	–	–	﹤0.01%	2112
2025 Q2	$2.53K	Hold	30	–	–	﹤0.01%	2128
2025 Q1	$2.67K	Hold	30	–	–	﹤0.01%	2217
2024 Q4	$2.97K	Hold	30	–	–	﹤0.01%	2161
2024 Q3	$2.3K	Hold	30	–	–	﹤0.01%	1975
2024 Q2	$3.42K	Sell	30 -5	-14%	-$525	﹤0.01%	1909
2024 Q1	$3.48K	Buy	35 +5	+17%	+$576	﹤0.01%	2001
2023 Q4	$3.61K	Hold	30	–	–	﹤0.01%	2033
2023 Q3	$2.44K	Hold	30	–	–	﹤0.01%	2093
2023 Q2	$1.92K	Hold	30	–	–	﹤0.01%	2205
2023 Q1	$1.74K	Sell	30 -7	-19%	-$399	﹤0.01%	2290
2022 Q4	$2K	Hold	37	–	–	﹤0.01%	2037
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	1857
2022 Q2	$3K	Sell	37 -14	-27%	-$1.02K	﹤0.01%	2261
2022 Q1	$5K	Sell	51 -5	-9%	-$447	﹤0.01%	2228
2021 Q4	$7K	Buy	56 +6	+12%	+$906	﹤0.01%	2480
2021 Q3	$7K	Sell	50 -200	-80%	-$30.8K	﹤0.01%	2188
2021 Q2	$36K	Sell	250 -47	-16%	-$5.88K	﹤0.01%	1624
2021 Q1	$33K	Buy	+297	New	+$42.2K	﹤0.01%	1934

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