Davidson Kahn Capital Management’s ESCO Technologies ESE Stock Holding History

Davidson Kahn Capital 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	$350K	Hold	1,000	–	–	0.15%	56
2026 Q1	$281K	Buy	+1,000	New	+$252K	0.15%	55
2025 Q4	–	Sell	-1,000	Closed	-$211K	–	60
2025 Q3	$211K	Buy	+1,000	New	+$198K	0.12%	59
2025 Q1	–	Sell	-2,500	Closed	-$333K	–	56
2024 Q4	$333K	Buy	+2,500	New	+$340K	0.31%	47

Other funds holding ESE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davidson Kahn Capital Management's ESE Position: Q2 2026 in Review

Davidson Kahn Capital Management held its ESCO Technologies (ESE) position steady in Q2 2026 at 1,000 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #56.

Davidson Kahn Capital Management first reported a position in ESE in Q4 2024 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

Davidson Kahn Capital Management held 1,000 shares of ESCO Technologies worth $350K as of Q2 2026.
Davidson Kahn Capital Management left its ESCO Technologies share count unchanged in Q2 2026.
ESCO Technologies made up 0.15% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #56 holding.
Davidson Kahn Capital Management first reported a position in ESCO Technologies in Q4 2024 and has held it in 4 quarters since.
446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.