AWM
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Abound Wealth Management’s ESCO Technologies ESE Stock Holding History

Abound Wealth Management’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
Q1 		– Sell
-2
Closed -$391 – 1532
2025
Q4 		$391 Hold
2
– – ﹤0.01% 981
2025
Q3 		$423 Hold
2
– – ﹤0.01% 945
2025
Q2 		$384 Hold
2
– – ﹤0.01% 888
2025
Q1 		$319 Hold
2
– – ﹤0.01% 864
2024
Q4 		$267 Hold
2
– – ﹤0.01% 934
2024
Q3 		$258 Sell
2
-3
-60% -$354 ﹤0.01% 1025
2024
Q2 		$526 Hold
5
– – ﹤0.01% 813
2024
Q1 		$536 Hold
5
– – ﹤0.01% 874
2023
Q4 		$586 Hold
5
– – ﹤0.01% 883
2023
Q3 		$523 Hold
5
– – ﹤0.01% 799
2023
Q2 		$519 Buy
+5
New +$480 ﹤0.01% 827

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Abound Wealth Management's ESE Position: Q1 2026 in Review

Abound Wealth Management sold out of ESCO Technologies (ESE) in Q1 2026, closing a stake of 2 shares — an estimated $391 sold.

Abound Wealth Management first reported a position in ESE in Q2 2023 and held it in 11 quarters. The position peaked at $586 in Q4 2023. 433 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Abound Wealth Management reported no remaining ESCO Technologies position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 2 ESCO Technologies shares in Q1 2026, an estimated $391.
  • Abound Wealth Management first reported a position in ESCO Technologies in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's ESCO Technologies position peaked at $586 in Q4 2023.
  • 433 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.