Corient Private Wealth
ESE icon

Corient Private Wealth’s ESCO Technologies ESE Stock Holding History

Corient Private Wealth’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 		$700K Sell
1,998
-695
-26% -$217K ﹤0.01% 2011
2026
Q1 		$758K Sell
2,693
-159
-6% -$40.1K ﹤0.01% 1803
2025
Q4 		$557K Sell
2,852
-113
-4% -$23.8K ﹤0.01% 1813
2025
Q3 		$626K Sell
2,965
-260
-8% -$51.4K ﹤0.01% 1674
2025
Q2 		$619K Buy
3,225
+25
+0.8% +$4.27K ﹤0.01% 1592
2025
Q1 		$509K Buy
3,200
+162
+5% +$24.3K ﹤0.01% 1591
2024
Q4 		$405K Buy
3,038
+302
+11% +$41K ﹤0.01% 1725
2024
Q3 		$353K Buy
+2,736
New +$322K ﹤0.01% 1937
2024
Q1 		– Sell
-1,812
Closed -$212K – 2304
2023
Q4 		$212K Buy
+1,812
New +$191K ﹤0.01% 2044

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Corient Private Wealth's ESE Position: Q2 2026 in Review

Corient Private Wealth reduced its ESCO Technologies (ESE) stake by 26% in Q2 2026, selling an estimated $217K and leaving 1,998 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Corient Private Wealth first reported a position in ESE in Q4 2023 and has held it in 9 quarters since. The position peaked at $758K in Q1 2026. 448 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Corient Private Wealth held 1,998 shares of ESCO Technologies worth $700K as of Q2 2026.
  • Corient Private Wealth sold 695 ESCO Technologies shares in Q2 2026, an estimated $217K.
  • ESCO Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2011 holding.
  • Corient Private Wealth first reported a position in ESCO Technologies in Q4 2023 and has held it in 9 quarters since.
  • Corient Private Wealth's ESCO Technologies position peaked at $758K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.