TwinBeech Capital’s ESAB ESAB Stock Holding History

TwinBeech Capital’s Portfolio ESAB Stock Details ESAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33,118	Closed	-$3.2M	–	466
2026 Q1	$3.2M	Buy	+33,118	New	+$3.84M	0.33%	88
2025 Q4	–	Sell	-32,130	Closed	-$3.59M	–	673
2025 Q3	$3.59M	Buy	32,130 +3,578	+13%	+$426K	0.14%	176
2025 Q2	$3.44M	Buy	28,552 +20,157	+240%	+$2.44M	0.08%	250
2025 Q1	$978K	Buy	+8,395	New	+$1.02M	0.02%	488
2024 Q4	–	Sell	-1,902	Closed	-$202K	–	696
2024 Q3	$202K	Buy	+1,902	New	+$188K	﹤0.01%	641
2024 Q1	–	Sell	-2,978	Closed	-$258K	–	637
2023 Q4	$258K	Buy	+2,978	New	+$226K	﹤0.01%	590
2022 Q4	–	Sell	-35,633	Closed	-$1.19M	–	758
2022 Q3	$1.19M	Buy	+35,633	New	+$1.46M	0.03%	425

Other funds holding ESAB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TwinBeech Capital's ESAB Position: Q2 2026 in Review

TwinBeech Capital sold out of ESAB (ESAB) in Q2 2026, closing a stake of 33,118 shares — an estimated $3.2M sold.

TwinBeech Capital first reported a position in ESAB in Q3 2022 and held it in 7 quarters. The position peaked at $3.59M in Q3 2025. 347 funds tracked by Wall St. Rank hold ESAB as of Q2 2026.

TwinBeech Capital reported no remaining ESAB position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 33,118 ESAB shares in Q2 2026, an estimated $3.2M.
TwinBeech Capital first reported a position in ESAB in Q3 2022 and held it in 7 quarters.
TwinBeech Capital's ESAB position peaked at $3.59M in Q3 2025.
347 funds tracked by Wall St. Rank held ESAB as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.