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Atria Investments’s ESCO Technologies ESE Stock Holding History

Atria Investments’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
Q2 		$606K Sell
1,732
-209
-11% -$65.4K 0.01% 1415
2026
Q1 		$546K Sell
1,941
-58
-3% -$14.6K 0.01% 1401
2025
Q4 		$391K Sell
1,999
-605
-23% -$128K ﹤0.01% 1586
2025
Q3 		$550K Sell
2,604
-433
-14% -$85.7K 0.01% 1366
2025
Q2 		$583K Buy
3,037
+1,113
+58% +$190K 0.01% 1336
2025
Q1 		$306K Sell
1,924
-79
-4% -$11.8K ﹤0.01% 1619
2024
Q4 		$267K Buy
+2,003
New +$272K ﹤0.01% 1650

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Atria Investments's ESE Position: Q2 2026 in Review

Atria Investments reduced its ESCO Technologies (ESE) stake by 11% in Q2 2026, selling an estimated $65.4K and leaving 1,732 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #1415.

Atria Investments first reported a position in ESE in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Atria Investments held 1,732 shares of ESCO Technologies worth $606K as of Q2 2026.
  • Atria Investments sold 209 ESCO Technologies shares in Q2 2026, an estimated $65.4K.
  • ESCO Technologies made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1415 holding.
  • Atria Investments first reported a position in ESCO Technologies in Q4 2024 and has held it in 7 quarters since.
  • 448 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.