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Avantax Advisory Services’s ESCO Technologies ESE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.56M Sell
8,117
-104
-1% -$17.8K 0.01% 925
2025
Q1 		$1.31M Buy
8,221
+84
+1% +$12.6K 0.01% 954
2024
Q4 		$1.08M Sell
8,137
-102
-1% -$13.9K 0.01% 1006
2024
Q3 		$1.06M Sell
8,239
-65
-0.8% -$7.66K 0.01% 987
2024
Q2 		$872K Buy
+8,304
New +$875K 0.01% 1057

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avantax Advisory Services's ESE Position: Q2 2025 in Review

Avantax Advisory Services reduced its ESCO Technologies (ESE) stake by 1.3% in Q2 2025, selling an estimated $17.8K and leaving 8,117 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #925.

Avantax Advisory Services first reported a position in ESE in Q2 2024 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold ESE as of Q2 2025.

  • Avantax Advisory Services held 8,117 shares of ESCO Technologies worth $1.56M as of Q2 2025.
  • Avantax Advisory Services sold 104 ESCO Technologies shares in Q2 2025, an estimated $17.8K.
  • ESCO Technologies made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #925 holding.
  • Avantax Advisory Services first reported a position in ESCO Technologies in Q2 2024 and has held it in 5 quarters since.
  • 362 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.