Congruence Capital’s ESCO Technologies ESE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.9M Sell
42,575
-41,169
-49% -$12.9M 3.9% 11
2026
Q1
$23.6M Buy
+83,744
New +$21.1M 7.9% 1

Other funds holding ESE

Congruence Capital's ESE Position: Q2 2026 in Review

Congruence Capital reduced its ESCO Technologies (ESE) stake by 49% in Q2 2026, selling an estimated $12.9M and leaving 42,575 shares worth $14.9M. The position accounts for 3.9% of the portfolio, ranked #11.

Congruence Capital first reported a position in ESE in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.6M in Q1 2026. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Congruence Capital held 42,575 shares of ESCO Technologies worth $14.9M as of Q2 2026.
  • Congruence Capital sold 41,169 ESCO Technologies shares in Q2 2026, an estimated $12.9M.
  • ESCO Technologies made up 3.9% of Congruence Capital's portfolio in Q2 2026, its #11 holding.
  • Congruence Capital first reported a position in ESCO Technologies in Q1 2026 and has held it in 2 quarters since.
  • Congruence Capital's ESCO Technologies position peaked at $23.6M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Congruence Capital's 13F filing for Q2 2026, filed 13 Aug 2026.