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Van Berkom & Associates’s ESAB ESAB Stock Holding History

Van Berkom & Associates’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
Q1 		$63.4M Sell
656,272
-106,006
-14% -$12.3M 2.06% 28
2025
Q4 		$85.2M Buy
762,278
+45,873
+6% +$5.25M 2.46% 17
2025
Q3 		$80.1M Buy
716,405
+159,539
+29% +$19M 2.32% 16
2025
Q2 		$67.1M Buy
556,866
+224,851
+68% +$27.2M 2% 32
2025
Q1 		$38.7M Buy
332,015
+25,485
+8% +$3.1M 1.24% 40
2024
Q4 		$36.8M Sell
306,530
-9,488
-3% -$1.15M 1.09% 42
2024
Q3 		$33.6M Buy
+316,018
New +$31.3M 0.92% 44

Other funds holding ESAB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Van Berkom & Associates's ESAB Position: Q1 2026 in Review

Van Berkom & Associates reduced its ESAB (ESAB) stake by 14% in Q1 2026, selling an estimated $12.3M and leaving 656,272 shares worth $63.4M. The position accounts for 2.06% of the portfolio, ranked #28.

Van Berkom & Associates first reported a position in ESAB in Q3 2024 and has held it in 7 quarters since. The position peaked at $85.2M in Q4 2025. 348 funds tracked by Wall St. Rank hold ESAB as of Q1 2026.

  • Van Berkom & Associates held 656,272 shares of ESAB worth $63.4M as of Q1 2026.
  • Van Berkom & Associates sold 106,006 ESAB shares in Q1 2026, an estimated $12.3M.
  • ESAB made up 2.06% of Van Berkom & Associates's portfolio in Q1 2026, its #28 holding.
  • Van Berkom & Associates first reported a position in ESAB in Q3 2024 and has held it in 7 quarters since.
  • Van Berkom & Associates's ESAB position peaked at $85.2M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held ESAB as of Q1 2026.

Based on Van Berkom & Associates's 13F filing for Q1 2026, filed 7 May 2026.