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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
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 $244M AUM 71.51% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Partners's ESTA Position: Q1 2026 in Review

Strategic Wealth Partners increased its Establishment Labs (ESTA) stake by 5.6% in Q1 2026, buying an estimated $209K and bringing the position to 58,057 shares worth $3.3M. The position accounts for 0.23% of the portfolio, ranked #83.

Strategic Wealth Partners first reported a position in ESTA in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.01M in Q4 2025. 176 funds tracked by Wall St. Rank hold ESTA as of Q1 2026.

  • Strategic Wealth Partners held 58,057 shares of Establishment Labs worth $3.3M as of Q1 2026.
  • Strategic Wealth Partners bought 3,063 Establishment Labs shares in Q1 2026, an estimated $209K.
  • Establishment Labs made up 0.23% of Strategic Wealth Partners's portfolio in Q1 2026, its #83 holding.
  • Strategic Wealth Partners first reported a position in Establishment Labs in Q4 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Establishment Labs position peaked at $4.01M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Establishment Labs as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.