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Strategic Wealth Partners’s Establishment Labs ESTA Stock Holding History

Strategic Wealth Partners’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 		$4.85M Sell
56,533
-1,524
-3% -$109K 0.3% 72
2026
Q1 		$3.3M Buy
58,057
+3,063
+6% +$209K 0.23% 83
2025
Q4 		$4.01M Sell
54,994
-16,813
-23% -$1.02M 0.27% 82
2025
Q3 		$2.94M Buy
71,807
+27,931
+64% +$1.14M 0.22% 86
2025
Q2 		$1.87M Buy
+43,876
New +$1.53M 0.15% 107
2024
Q4 		$1.37M Buy
+40,683
New +$1.77M 0.11% 126

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Strategic Wealth Partners's ESTA Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Establishment Labs (ESTA) stake by 2.6% in Q2 2026, selling an estimated $109K and leaving 56,533 shares worth $4.85M. The position accounts for 0.3% of the portfolio, ranked #72.

Strategic Wealth Partners first reported a position in ESTA in Q4 2024 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold ESTA as of Q2 2026.

  • Strategic Wealth Partners held 56,533 shares of Establishment Labs worth $4.85M as of Q2 2026.
  • Strategic Wealth Partners sold 1,524 Establishment Labs shares in Q2 2026, an estimated $109K.
  • Establishment Labs made up 0.3% of Strategic Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Strategic Wealth Partners first reported a position in Establishment Labs in Q4 2024 and has held it in 6 quarters since.
  • 196 funds tracked by Wall St. Rank held Establishment Labs as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.