Clearstead Trust’s ESCO Technologies ESE Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-5	Closed	-$1.06K	–	1174
2025 Q3	$1.06K	Hold	5	–	–	﹤0.01%	1202
2025 Q2	$960	Buy	+5	New	+$855	﹤0.01%	1174

Other funds holding ESE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

Clearstead Trust's ESE Position: Q4 2025 in Review

Clearstead Trust sold out of ESCO Technologies (ESE) in Q4 2025, closing a stake of 5 shares — an estimated $1.06K sold.

Clearstead Trust first reported a position in ESE in Q2 2025 and held it in 2 quarters. The position peaked at $1.06K in Q3 2025. 392 funds tracked by Wall St. Rank hold ESE as of Q4 2025.

Clearstead Trust reported no remaining ESCO Technologies position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 5 ESCO Technologies shares in Q4 2025, an estimated $1.06K.
Clearstead Trust first reported a position in ESCO Technologies in Q2 2025 and held it in 2 quarters.
Clearstead Trust's ESCO Technologies position peaked at $1.06K in Q3 2025.
392 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.