Edgestream Partners’s ESCO Technologies ESE Stock Holding History

Edgestream Partners’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 Q1	$2.62M	Sell	9,321 -1,084	-10%	-$273K	0.09%	427
2025 Q4	$2.03M	Buy	10,405 +5,591	+116%	+$1.18M	0.06%	526
2025 Q3	$1.02M	Sell	4,814 -49,737	-91%	-$9.84M	0.03%	626
2025 Q2	$10.5M	Buy	54,551 +52,812	+3,037%	+$9.03M	0.29%	62
2025 Q1	$277K	Sell	1,739 -7,046	-80%	-$1.06M	0.01%	773
2024 Q4	$1.17M	Buy	+8,785	New	+$1.19M	0.05%	528
2024 Q3	–	Sell	-53,522	Closed	-$5.62M	–	903
2024 Q2	$5.62M	Buy	53,522 +33,728	+170%	+$3.56M	0.27%	94
2024 Q1	$2.12M	Buy	19,794 +14,483	+273%	+$1.49M	0.11%	322
2023 Q4	$622K	Buy	+5,311	New	+$559K	0.04%	557

Other funds holding ESE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Edgestream Partners's ESE Position: Q1 2026 in Review

Edgestream Partners reduced its ESCO Technologies (ESE) stake by 10% in Q1 2026, selling an estimated $273K and leaving 9,321 shares worth $2.62M. The position accounts for 0.09% of the portfolio, ranked #427.

Edgestream Partners first reported a position in ESE in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.5M in Q2 2025. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

Edgestream Partners held 9,321 shares of ESCO Technologies worth $2.62M as of Q1 2026.
Edgestream Partners sold 1,084 ESCO Technologies shares in Q1 2026, an estimated $273K.
ESCO Technologies made up 0.09% of Edgestream Partners's portfolio in Q1 2026, its #427 holding.
Edgestream Partners first reported a position in ESCO Technologies in Q4 2023 and has held it in 9 quarters since.
Edgestream Partners's ESCO Technologies position peaked at $10.5M in Q2 2025.
432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.