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 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

Other funds holding ESE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Cerity Partners's ESE Position: Q1 2026 in Review

Cerity Partners increased its ESCO Technologies (ESE) stake by 36% in Q1 2026, buying an estimated $517K and bringing the position to 7,725 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Cerity Partners first reported a position in ESE in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.44M in Q2 2025. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

Cerity Partners held 7,725 shares of ESCO Technologies worth $2.17M as of Q1 2026.
Cerity Partners bought 2,049 ESCO Technologies shares in Q1 2026, an estimated $517K.
ESCO Technologies made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1445 holding.
Cerity Partners first reported a position in ESCO Technologies in Q1 2023 and has held it in 10 quarters since.
Cerity Partners's ESCO Technologies position peaked at $2.44M in Q2 2025.
432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.