True Wealth Design’s Elastic ESTC Stock Holding History

True Wealth Design’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 Q3	$99.4K	Buy	1,084 +128	+13%	+$9.8K	0.02%	284
2026 Q2	$54.5K	Sell	956 -224	-19%	-$12K	0.01%	457
2026 Q1	$59K	Sell	1,180 -219	-16%	-$13.5K	0.02%	353
2025 Q4	$106K	Buy	1,399 +726	+108%	+$59.2K	0.03%	179
2025 Q3	$56.9K	Buy	673 +536	+391%	+$45.1K	0.02%	287
2025 Q2	$11.6K	Buy	137 +2	+1%	+$169	﹤0.01%	524
2025 Q1	$12K	Buy	+135	New	+$14K	﹤0.01%	425
2023 Q1	–	Sell	-1	Closed	-$52	–	872
2022 Q4	$52	Buy	+1	New	+$60	﹤0.01%	773

Other funds holding ESTC

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

WCM

Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

True Wealth Design's ESTC Position: Q3 2026 in Review

True Wealth Design increased its Elastic (ESTC) stake by 13% in Q3 2026, buying an estimated $9.8K and bringing the position to 1,084 shares worth $99.4K. The position accounts for 0.02% of the portfolio, ranked #284.

True Wealth Design first reported a position in ESTC in Q4 2022 and has held it in 8 quarters since. The position peaked at $106K in Q4 2025. 39 funds tracked by Wall St. Rank hold ESTC as of Q3 2026.

True Wealth Design held 1,084 shares of Elastic worth $99.4K as of Q3 2026.
True Wealth Design bought 128 Elastic shares in Q3 2026, an estimated $9.8K.
Elastic made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #284 holding.
True Wealth Design first reported a position in Elastic in Q4 2022 and has held it in 8 quarters since.
True Wealth Design's Elastic position peaked at $106K in Q4 2025.
39 funds tracked by Wall St. Rank held Elastic as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.