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Venturi Wealth Management’s Elbit Systems ESLT Stock Holding History

Venturi Wealth Management’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60
Closed -$15.5K – 960
2024
Q4 		$15.5K Buy
60
+48
+400% +$11.3K ﹤0.01% 1326
2024
Q3 		$2.4K Buy
+12
New +$2.3K ﹤0.01% 1638

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Venturi Wealth Management's ESLT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Elbit Systems (ESLT) in Q1 2025, closing a stake of 60 shares — an estimated $15.5K sold.

Venturi Wealth Management first reported a position in ESLT in Q3 2024 and held it in 2 quarters. The position peaked at $15.5K in Q4 2024. 238 funds tracked by Wall St. Rank hold ESLT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Elbit Systems position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 60 Elbit Systems shares in Q1 2025, an estimated $15.5K.
  • Venturi Wealth Management first reported a position in Elbit Systems in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Elbit Systems position peaked at $15.5K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.