Cerity Partners
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Cerity Partners’s ESCO Technologies ESE Stock Holding History

Cerity Partners’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 		$2.16M Sell
6,162
-1,563
-20% -$489K ﹤0.01% 1550
2026
Q1 		$2.17M Buy
7,725
+2,049
+36% +$517K ﹤0.01% 1445
2025
Q4 		$1.11M Sell
5,676
-5,819
-51% -$1.23M ﹤0.01% 1666
2025
Q3 		$2.43M Sell
11,495
-1,207
-10% -$239K ﹤0.01% 1204
2025
Q2 		$2.44M Sell
12,702
-4
-0% -$684 ﹤0.01% 1125
2025
Q1 		$2.02M Buy
12,706
+469
+4% +$70.3K ﹤0.01% 1126
2024
Q4 		$1.59M Buy
12,237
+721
+6% +$98K ﹤0.01% 1210
2024
Q3 		$1.49M Buy
11,516
+4,125
+56% +$486K ﹤0.01% 1224
2024
Q2 		$776K Sell
7,391
-2,412
-25% -$254K ﹤0.01% 1337
2024
Q1 		$1.05M Buy
+9,803
New +$1.01M ﹤0.01% 1251
2023
Q2 		– Sell
-401
Closed -$650K – 1742
2023
Q1 		$650K Buy
+401
New +$37.2K ﹤0.01% 1168

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State Street
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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
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cerity Partners's ESE Position: Q2 2026 in Review

Cerity Partners reduced its ESCO Technologies (ESE) stake by 20% in Q2 2026, selling an estimated $489K and leaving 6,162 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Cerity Partners first reported a position in ESE in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q2 2025. 448 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Cerity Partners held 6,162 shares of ESCO Technologies worth $2.16M as of Q2 2026.
  • Cerity Partners sold 1,563 ESCO Technologies shares in Q2 2026, an estimated $489K.
  • ESCO Technologies made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1550 holding.
  • Cerity Partners first reported a position in ESCO Technologies in Q1 2023 and has held it in 11 quarters since.
  • Cerity Partners's ESCO Technologies position peaked at $2.44M in Q2 2025.
  • 448 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.