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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atria Investments's ESE Position: Q1 2026 in Review

Atria Investments reduced its ESCO Technologies (ESE) stake by 2.9% in Q1 2026, selling an estimated $14.6K and leaving 1,941 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #1401.

Atria Investments first reported a position in ESE in Q4 2024 and has held it in 6 quarters since. The position peaked at $583K in Q2 2025. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Atria Investments held 1,941 shares of ESCO Technologies worth $546K as of Q1 2026.
  • Atria Investments sold 58 ESCO Technologies shares in Q1 2026, an estimated $14.6K.
  • ESCO Technologies made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1401 holding.
  • Atria Investments first reported a position in ESCO Technologies in Q4 2024 and has held it in 6 quarters since.
  • Atria Investments's ESCO Technologies position peaked at $583K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.