Advisor OS’s Escalade ESCA Stock Holding History

Advisor OS’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$418K	Sell	22,232 -363	-2%	-$6.71K	0.03%	358
2026 Q1	$388K	Buy	+22,595	New	+$341K	0.03%	358

Other funds holding ESCA

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MCM

Mork Capital Management Healdsburg, California $156M AUM 39.85% 1-Year Est. Return

Advisor OS's ESCA Position: Q2 2026 in Review

Advisor OS reduced its Escalade (ESCA) stake by 1.6% in Q2 2026, selling an estimated $6.71K and leaving 22,232 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #358.

Advisor OS first reported a position in ESCA in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold ESCA as of Q2 2026.

Advisor OS held 22,232 shares of Escalade worth $418K as of Q2 2026.
Advisor OS sold 363 Escalade shares in Q2 2026, an estimated $6.71K.
Escalade made up 0.03% of Advisor OS's portfolio in Q2 2026, its #358 holding.
Advisor OS first reported a position in Escalade in Q1 2026 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held Escalade as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.