Creative Planning’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
Q1 | $8.67M | Buy |
30,831
+8,754
| +40% | +$2.21M | 0.01% | 794 |
|
|
2025
Q4 | $4.31M | Buy |
22,077
+499
| +2% | +$105K | ﹤0.01% | 1114 |
|
|
2025
Q3 | $4.56M | Buy |
21,578
+3,898
| +22% | +$771K | ﹤0.01% | 943 |
|
|
2025
Q2 | $3.39M | Buy |
17,680
+257
| +1% | +$43.9K | ﹤0.01% | 961 |
|
|
2025
Q1 | $2.77M | Buy |
17,423
+1,900
| +12% | +$285K | ﹤0.01% | 985 |
|
|
2024
Q4 | $2.07M | Buy |
15,523
+2,480
| +19% | +$337K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $1.68M | Buy |
13,043
+4,526
| +53% | +$533K | ﹤0.01% | 1178 |
|
|
2024
Q2 | $895K | Buy |
8,517
+1,582
| +23% | +$167K | ﹤0.01% | 1489 |
|
|
2024
Q1 | $742K | Buy |
6,935
+534
| +8% | +$54.8K | ﹤0.01% | 1554 |
|
|
2023
Q4 | $749K | Buy |
6,401
+1,420
| +29% | +$149K | ﹤0.01% | 1428 |
|
|
2023
Q3 | $520K | Buy |
4,981
+551
| +12% | +$56.6K | ﹤0.01% | 1546 |
|
|
2023
Q2 | $459K | Buy |
4,430
+489
| +12% | +$47K | ﹤0.01% | 1605 |
|
|
2023
Q1 | $376K | Buy |
3,941
+1,634
| +71% | +$152K | ﹤0.01% | 1657 |
|
|
2022
Q4 | $202K | Sell |
2,307
-939
| -29% | -$80.9K | ﹤0.01% | 2014 |
|
|
2022
Q3 | $238K | Buy |
+3,246
| New | +$252K | ﹤0.01% | 1792 |
|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$89K | – | 2431 |
|
|
2017
Q2 | $89K | Hold |
1,500
| – | – | ﹤0.01% | 2066 |
|
|
2017
Q1 | $87K | Hold |
1,500
| – | – | ﹤0.01% | 2043 |
|
|
2016
Q4 | $85K | Hold |
1,500
| – | – | ﹤0.01% | 1974 |
|
|
2016
Q3 | $70K | Hold |
1,500
| – | – | ﹤0.01% | 2104 |
|
|
2016
Q2 | $60K | Hold |
1,500
| – | – | ﹤0.01% | 2010 |
|
|
2016
Q1 | $58K | Sell |
1,500
-1,500
| -50% | -$53.1K | ﹤0.01% | 1990 |
|
|
2015
Q4 | $108K | Buy |
3,000
+1,500
| +100% | +$56.3K | ﹤0.01% | 1584 |
|
|
2015
Q3 | $54K | Buy |
+1,500
| New | +$55.1K | ﹤0.01% | 1984 |
|
|
2015
Q2 | – | Sell |
-1,510
| Closed | -$59K | – | 1673 |
|
|
2015
Q1 | $59K | Hold |
1,510
| – | – | ﹤0.01% | 1906 |
|
|
2014
Q4 | $56K | Sell |
1,510
-37
| -2% | -$1.32K | ﹤0.01% | 1934 |
|
|
2014
Q3 | $54K | Buy |
1,547
+37
| +2% | +$1.29K | ﹤0.01% | 1868 |
|
|
2014
Q2 | $52K | Hold |
1,510
| – | – | ﹤0.01% | 1856 |
|
|
2014
Q1 | $53K | Hold |
1,510
| – | – | ﹤0.01% | 1762 |
|
|
2013
Q4 | $52K | Buy |
1,510
+10
| +0.7% | +$344 | ﹤0.01% | 1582 |
|
|
2013
Q3 | $50K | Hold |
1,500
| – | – | ﹤0.01% | 1503 |
|
|
2013
Q2 | $49K | Buy |
+1,500
| New | +$51.7K | ﹤0.01% | 1391 |
|
Other funds holding ESE
VPM
VCM
GCM
Creative Planning's ESE Position: Q1 2026 in Review
Creative Planning increased its ESCO Technologies (ESE) stake by 40% in Q1 2026, buying an estimated $2.21M and bringing the position to 30,831 shares worth $8.67M. The position accounts for 0.01% of the portfolio, ranked #794.
Creative Planning first reported a position in ESE in Q2 2013 and has held it in 31 quarters since. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.
- Creative Planning held 30,831 shares of ESCO Technologies worth $8.67M as of Q1 2026.
- Creative Planning bought 8,754 ESCO Technologies shares in Q1 2026, an estimated $2.21M.
- ESCO Technologies made up 0.01% of Creative Planning's portfolio in Q1 2026, its #794 holding.
- Creative Planning first reported a position in ESCO Technologies in Q2 2013 and has held it in 31 quarters since.
- 432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.