Covestor’s Escalade ESCA Stock Holding History

Covestor’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Sell	8 -2	-20%	-$30	﹤0.01%	2392
2025 Q4	$0	Buy	10 +4	+67%	+$50	﹤0.01%	2379
2025 Q3	$0	Buy	6 +1	+20%	+$13	﹤0.01%	2403
2025 Q2	$0	Buy	+5	New	+$74	﹤0.01%	2343
2024 Q2	–	Sell	-2	Closed	–	–	2364
2024 Q1	$0	Buy	+2	New	+$32	﹤0.01%	2364
2023 Q4	–	Sell	-1	Closed	-$18	–	2277
2023 Q3	$0	Buy	+1	New	+$15	﹤0.01%	2253

Other funds holding ESCA

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

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

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Covestor's ESCA Position: Q1 2026 in Review

Covestor reduced its Escalade (ESCA) stake by 20% in Q1 2026, selling an estimated $30 and leaving 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Covestor first reported a position in ESCA in Q3 2023 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold ESCA as of Q1 2026.

Covestor held 8 shares of Escalade worth $0 as of Q1 2026.
Covestor sold 2 Escalade shares in Q1 2026, an estimated $30.
Escalade made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2392 holding.
Covestor first reported a position in Escalade in Q3 2023 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held Escalade as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.