Steward Partners Investment Advisory’s Element Solutions ESI Stock Holding History

Steward Partners Investment Advisory’s Portfolio ESI Stock Details ESI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-37	Closed	-$838	–	4295
2025 Q2	$838	Sell	37 -22	-37%	-$461	﹤0.01%	3898
2025 Q1	$1.33K	Hold	59	–	–	﹤0.01%	3722
2024 Q4	$1.5K	Sell	59 -53	-47%	-$1.43K	﹤0.01%	3697
2024 Q3	$3.04K	Buy	112 +45	+67%	+$1.18K	﹤0.01%	3339
2024 Q2	$1.82K	Buy	+67	New	+$1.65K	﹤0.01%	3301
2022 Q3	–	Sell	-41	Closed	-$1K	–	3267
2022 Q2	$1K	Buy	+41	New	+$832	﹤0.01%	3107
2021 Q3	–	Sell	-5,000	Closed	-$117K	–	3222
2021 Q2	$117K	Buy	+5,000	New	+$110K	﹤0.01%	2022

Other funds holding ESI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's ESI Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Element Solutions (ESI) in Q3 2025, closing a stake of 37 shares — an estimated $838 sold.

Steward Partners Investment Advisory first reported a position in ESI in Q2 2021 and held it in 7 quarters. The position peaked at $117K in Q2 2021. 376 funds tracked by Wall St. Rank hold ESI as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Element Solutions position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 37 Element Solutions shares in Q3 2025, an estimated $838.
Steward Partners Investment Advisory first reported a position in Element Solutions in Q2 2021 and held it in 7 quarters.
Steward Partners Investment Advisory's Element Solutions position peaked at $117K in Q2 2021.
376 funds tracked by Wall St. Rank held Element Solutions as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.