True Wealth Design’s Establishment Labs ESTA Stock Holding History

True Wealth Design’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
2025 Q2	–	Sell	-2	Closed	-$82	–	2659
2025 Q1	$82	Buy	+2	New	+$75	﹤0.01%	2262

Other funds holding ESTA

JAM

JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

TCM

Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True Wealth Design's ESTA Position: Q2 2025 in Review

True Wealth Design sold out of Establishment Labs (ESTA) in Q2 2025, closing a stake of 2 shares — an estimated $82 sold.

True Wealth Design first reported a position in ESTA in Q1 2025 and held it in 1 quarter. The position peaked at $82 in Q1 2025. 140 funds tracked by Wall St. Rank hold ESTA as of Q2 2025.

True Wealth Design reported no remaining Establishment Labs position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 2 Establishment Labs shares in Q2 2025, an estimated $82.
True Wealth Design first reported a position in Establishment Labs in Q1 2025 and held it in 1 quarter.
True Wealth Design's Establishment Labs position peaked at $82 in Q1 2025.
140 funds tracked by Wall St. Rank held Establishment Labs as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.