Superior Planning, LLC’s ESCO Technologies ESE Stock Holding History

Superior Planning, LLC’s Portfolio ESE Stock Details ESE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.1K	Buy	+57	New	+$16.9K	0.01%	788

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Superior Planning, LLC's ESE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in ESCO Technologies (ESE) in Q3 2026: 57 shares worth $15.1K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings.

284 funds tracked by Wall St. Rank hold ESE as of Q3 2026.

Superior Planning, LLC held 57 shares of ESCO Technologies worth $15.1K as of Q3 2026.
ESCO Technologies was a new Superior Planning, LLC position in Q3 2026.
ESCO Technologies made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #788 holding.
284 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.