WE
ESTC icon

Wealth Effects’s Elastic ESTC Stock Holding History

Wealth Effects’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
Q1 		$528K Sell
10,565
-12,887
-55% -$792K 0.19% 105
2025
Q4 		$1.77M Sell
23,452
-4,241
-15% -$346K 0.55% 33
2025
Q3 		$2.34M Sell
27,693
-215
-0.8% -$18.1K 0.75% 25
2025
Q2 		$2.35M Sell
27,908
-865
-3% -$73.1K 0.88% 21
2025
Q1 		$2.56M Sell
28,773
-27
-0.1% -$2.8K 1.08% 14
2024
Q4 		$2.85M Buy
28,800
+5,830
+25% +$539K 1.01% 15
2024
Q3 		$1.76M Buy
22,970
+6,010
+35% +$593K 0.62% 36
2024
Q2 		$1.93M Buy
16,960
+3,625
+27% +$381K 0.7% 27
2024
Q1 		$1.34M Buy
13,335
+2,680
+25% +$309K 0.49% 46
2023
Q4 		$1.2M Sell
10,655
-2
-0% -$178 0.45% 54
2023
Q3 		$866K Buy
10,657
+1,115
+12% +$76K 0.43% 52
2023
Q2 		$612K Buy
9,542
+1,412
+17% +$88.5K 0.27% 81
2023
Q1 		$471K Buy
8,130
+35
+0.4% +$1.99K 0.24% 94
2022
Q4 		$417K Sell
8,095
-2,222
-22% -$133K 0.24% 101
2022
Q3 		$740K Buy
10,317
+1,310
+15% +$104K 0.45% 52
2022
Q2 		$610K Buy
9,007
+1,220
+16% +$88.9K 0.37% 66
2022
Q1 		$693K Buy
7,787
+3,417
+78% +$305K 0.32% 67
2021
Q4 		$538K Buy
+4,370
New +$660K 0.22% 94

Other funds holding ESTC

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return