Wealth Enhancement Advisory Services
ESTC icon

Wealth Enhancement Advisory Services’s Elastic ESTC Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$2.39M Sell
43,509
-25,327
-37% -$1.36M ﹤0.01% 1458
2026
Q1 		$3.14M Sell
68,836
-27,187
-28% -$1.67M 0.01% 1149
2025
Q4 		$7.28M Buy
96,023
+55,720
+138% +$4.55M 0.01% 836
2025
Q3 		$3.24M Buy
40,303
+15,882
+65% +$1.34M ﹤0.01% 1174
2025
Q2 		$2.13M Buy
24,421
+3,827
+19% +$324K ﹤0.01% 1326
2025
Q1 		$1.83M Buy
+20,594
New +$2.14M ﹤0.01% 1290
2024
Q3 		– Sell
-2,431
Closed -$277K – 2835
2024
Q2 		$277K Buy
+2,431
New +$255K ﹤0.01% 2037

Other funds holding ESTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESTC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Elastic (ESTC) stake by 37% in Q2 2026, selling an estimated $1.36M and leaving 43,509 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Wealth Enhancement Advisory Services first reported a position in ESTC in Q2 2024 and has held it in 7 quarters since. The position peaked at $7.28M in Q4 2025. 372 funds tracked by Wall St. Rank hold ESTC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 43,509 shares of Elastic worth $2.39M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 25,327 Elastic shares in Q2 2026, an estimated $1.36M.
  • Elastic made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1458 holding.
  • Wealth Enhancement Advisory Services first reported a position in Elastic in Q2 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Elastic position peaked at $7.28M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Elastic as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.