James T. Borello RIA
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James T. Borello RIA’s Elbit Systems ESLT Stock Holding History

James T. Borello RIA’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
2026
Q3 		– Sell
-23
Closed -$17.5K – 1297
2026
Q2 		$17.5K Buy
23
+6
+35% +$4.99K ﹤0.01% 451
2026
Q1 		$14.4K Buy
+17
New +$13.1K ﹤0.01% 454

Other funds holding ESLT

LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Orser Capital Management
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

James T. Borello RIA's ESLT Position: Q3 2026 in Review

James T. Borello RIA sold out of Elbit Systems (ESLT) in Q3 2026, closing a stake of 23 shares — an estimated $17.5K sold.

James T. Borello RIA first reported a position in ESLT in Q1 2026 and held it in 2 quarters. The position peaked at $17.5K in Q2 2026. 50 funds tracked by Wall St. Rank hold ESLT as of Q3 2026.

  • James T. Borello RIA reported no remaining Elbit Systems position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 23 Elbit Systems shares in Q3 2026, an estimated $17.5K.
  • James T. Borello RIA first reported a position in Elbit Systems in Q1 2026 and held it in 2 quarters.
  • James T. Borello RIA's Elbit Systems position peaked at $17.5K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.