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Valley Wealth Managers’s Element Solutions ESI Stock Holding History

Valley Wealth Managers’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.4M Sell
761,681
-12,967
-2% -$538K 2.1% 10
2026
Q1 		$26.4M Buy
+774,648
New +$24.3M 1.7% 20

Other funds holding ESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valley Wealth Managers's ESI Position: Q2 2026 in Review

Valley Wealth Managers reduced its Element Solutions (ESI) stake by 1.7% in Q2 2026, selling an estimated $538K and leaving 761,681 shares worth $36.4M. The position accounts for 2.1% of the portfolio, ranked #10.

Valley Wealth Managers first reported a position in ESI in Q1 2026 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold ESI as of Q2 2026.

  • Valley Wealth Managers held 761,681 shares of Element Solutions worth $36.4M as of Q2 2026.
  • Valley Wealth Managers sold 12,967 Element Solutions shares in Q2 2026, an estimated $538K.
  • Element Solutions made up 2.1% of Valley Wealth Managers's portfolio in Q2 2026, its #10 holding.
  • Valley Wealth Managers first reported a position in Element Solutions in Q1 2026 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held Element Solutions as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.