Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ESCO Technologies ESE Stock Holding History

Carson Wealth (CWM LLC)’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 		$207K Sell
734
-124
-14% -$31.3K ﹤0.01% 2713
2025
Q4 		$168K Sell
858
-41
-5% -$8.64K ﹤0.01% 2705
2025
Q3 		$190K Buy
899
+333
+59% +$65.9K ﹤0.01% 2488
2025
Q2 		$109K Buy
566
+164
+41% +$28K ﹤0.01% 2632
2025
Q1 		$64K Buy
402
+98
+32% +$14.7K ﹤0.01% 2763
2024
Q4 		$40K Buy
304
+46
+18% +$6.25K ﹤0.01% 2958
2024
Q3 		$33K Buy
258
+50
+24% +$5.89K ﹤0.01% 3020
2024
Q2 		$22K Buy
208
+14
+7% +$1.48K ﹤0.01% 3046
2024
Q1 		$21K Sell
194
-26
-12% -$2.67K ﹤0.01% 2865
2023
Q4 		$26K Sell
220
-36
-14% -$3.79K ﹤0.01% 2594
2023
Q3 		$27K Buy
256
+12
+5% +$1.23K ﹤0.01% 2476
2023
Q2 		$25K Buy
244
+17
+7% +$1.63K ﹤0.01% 2479
2023
Q1 		$22K Buy
227
+40
+21% +$3.71K ﹤0.01% 2429
2022
Q4 		$16K Sell
187
-16
-8% -$1.38K ﹤0.01% 2506
2022
Q3 		$15K Buy
203
+89
+78% +$6.91K ﹤0.01% 2417
2022
Q2 		$8K Buy
+114
New +$7.44K ﹤0.01% 2696
2022
Q1 		– Sell
-58
Closed -$5K – 3611
2021
Q4 		$5K Buy
+58
New +$5.01K ﹤0.01% 2713

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

Carson Wealth (CWM LLC)'s ESE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ESCO Technologies (ESE) stake by 14% in Q1 2026, selling an estimated $31.3K and leaving 734 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Carson Wealth (CWM LLC) first reported a position in ESE in Q4 2021 and has held it in 17 quarters since. 433 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 734 shares of ESCO Technologies worth $207K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 124 ESCO Technologies shares in Q1 2026, an estimated $31.3K.
  • ESCO Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2713 holding.
  • Carson Wealth (CWM LLC) first reported a position in ESCO Technologies in Q4 2021 and has held it in 17 quarters since.
  • 433 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.