CX Institutional’s ESCO Technologies ESE Stock Holding History

CX Institutional’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 Q3	$61K	Hold	228	–	–	﹤0.01%	978
2026 Q2	$80K	Hold	228	–	–	﹤0.01%	906
2026 Q1	$64K	Hold	228	–	–	﹤0.01%	932
2025 Q4	$45K	Hold	228	–	–	﹤0.01%	988
2025 Q3	$48K	Hold	228	–	–	﹤0.01%	942
2025 Q2	$44K	Hold	228	–	–	﹤0.01%	872
2025 Q1	$36K	Buy	+228	New	+$34.2K	﹤0.01%	881
2022 Q3	–	Sell	-228	Closed	-$16K	–	672
2022 Q2	$16K	Buy	+228	New	+$14.9K	﹤0.01%	879
2021 Q4	–	Sell	-228	Closed	-$18K	–	509
2021 Q3	$18K	Hold	228	–	–	﹤0.01%	756
2021 Q2	$21K	Sell	228 -22	-9%	-$2.22K	﹤0.01%	724
2021 Q1	$27K	Hold	250	–	–	﹤0.01%	616
2020 Q4	$26K	Hold	250	–	–	﹤0.01%	561
2020 Q3	$20K	Hold	250	–	–	﹤0.01%	541
2020 Q2	$21K	Hold	250	–	–	﹤0.01%	425
2020 Q1	$19K	Hold	250	–	–	﹤0.01%	385
2019 Q4	$23K	Hold	250	–	–	﹤0.01%	338
2019 Q3	$20K	Hold	250	–	–	﹤0.01%	374
2019 Q2	$21K	Hold	250	–	–	﹤0.01%	401
2019 Q1	$17K	Hold	250	–	–	﹤0.01%	411
2018 Q4	$16K	Buy	+250	New	+$16.2K	﹤0.01%	326

Other funds holding ESE

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CX Institutional's ESE Position: Q3 2026 in Review

CX Institutional held its ESCO Technologies (ESE) position steady in Q3 2026 at 228 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

CX Institutional first reported a position in ESE in Q4 2018 and has held it in 20 quarters since. The position peaked at $80K in Q2 2026. 15 funds tracked by Wall St. Rank hold ESE as of Q3 2026.

CX Institutional held 228 shares of ESCO Technologies worth $61K as of Q3 2026.
CX Institutional left its ESCO Technologies share count unchanged in Q3 2026.
ESCO Technologies made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #978 holding.
CX Institutional first reported a position in ESCO Technologies in Q4 2018 and has held it in 20 quarters since.
CX Institutional's ESCO Technologies position peaked at $80K in Q2 2026.
15 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.