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Dakota Wealth Management’s ESCO Technologies ESE Stock Holding History

Dakota Wealth Management’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 		– Sell
-9,837
Closed -$2.77M – 804
2026
Q1 		$2.77M Buy
9,837
+284
+3% +$71.6K 0.06% 235
2025
Q4 		$1.87M Buy
9,553
+1,158
+14% +$244K 0.03% 302
2025
Q3 		$1.77M Buy
8,395
+3,293
+65% +$651K 0.04% 276
2025
Q2 		$979K Buy
+5,102
New +$872K 0.02% 386

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State Street
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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

Dakota Wealth Management's ESE Position: Q2 2026 in Review

Dakota Wealth Management sold out of ESCO Technologies (ESE) in Q2 2026, closing a stake of 9,837 shares — an estimated $2.77M sold.

Dakota Wealth Management first reported a position in ESE in Q2 2025 and held it in 4 quarters. The position peaked at $2.77M in Q1 2026. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Dakota Wealth Management reported no remaining ESCO Technologies position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 9,837 ESCO Technologies shares in Q2 2026, an estimated $2.77M.
  • Dakota Wealth Management first reported a position in ESCO Technologies in Q2 2025 and held it in 4 quarters.
  • Dakota Wealth Management's ESCO Technologies position peaked at $2.77M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.