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Copeland Capital Management’s Espey Mfg & Electronics Corp ESP Stock Holding History

Copeland Capital Management’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.6K Sell
1,331
-56
-4% -$3.55K ﹤0.01% 176
2026
Q1 		$76.9K Buy
1,387
+94
+7% +$5.14K ﹤0.01% 187
2025
Q4 		$60.9K Hold
1,293
– – ﹤0.01% 203
2025
Q3 		$51.2K Sell
1,293
-1,087
-46% -$50.8K ﹤0.01% 213
2025
Q2 		$109K Buy
2,380
+334
+16% +$11.5K ﹤0.01% 158
2025
Q1 		$55.5K Buy
+2,046
New +$56.3K ﹤0.01% 180

Other funds holding ESP

SCM
Sidoxia Capital Management Newport Beach, California $136M AUM
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
BNA
BankChampaign National Association Champaign, Illinois $130M AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Copeland Capital Management's ESP Position: Q2 2026 in Review

Copeland Capital Management reduced its Espey Mfg & Electronics Corp (ESP) stake by 4% in Q2 2026, selling an estimated $3.55K and leaving 1,331 shares worth $89.6K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Copeland Capital Management first reported a position in ESP in Q1 2025 and has held it in 6 quarters since. The position peaked at $109K in Q2 2025. 22 funds tracked by Wall St. Rank hold ESP as of Q2 2026.

  • Copeland Capital Management held 1,331 shares of Espey Mfg & Electronics Corp worth $89.6K as of Q2 2026.
  • Copeland Capital Management sold 56 Espey Mfg & Electronics Corp shares in Q2 2026, an estimated $3.55K.
  • Espey Mfg & Electronics Corp made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #176 holding.
  • Copeland Capital Management first reported a position in Espey Mfg & Electronics Corp in Q1 2025 and has held it in 6 quarters since.
  • Copeland Capital Management's Espey Mfg & Electronics Corp position peaked at $109K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.