EI
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Ellevest Inc’s ESCO Technologies ESE Stock Holding History

Ellevest Inc’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 		$735K Sell
2,613
-1,249
-32% -$315K 0.1% 146
2025
Q4 		$755K Sell
3,862
-821
-18% -$173K 0.1% 141
2025
Q3 		$989K Buy
+4,683
New +$926K 0.14% 105

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VCM
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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ellevest Inc's ESE Position: Q1 2026 in Review

Ellevest Inc reduced its ESCO Technologies (ESE) stake by 32% in Q1 2026, selling an estimated $315K and leaving 2,613 shares worth $735K. The position accounts for 0.1% of the portfolio, ranked #146.

Ellevest Inc first reported a position in ESE in Q3 2025 and has held it in 3 quarters since. The position peaked at $989K in Q3 2025. 433 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Ellevest Inc held 2,613 shares of ESCO Technologies worth $735K as of Q1 2026.
  • Ellevest Inc sold 1,249 ESCO Technologies shares in Q1 2026, an estimated $315K.
  • ESCO Technologies made up 0.1% of Ellevest Inc's portfolio in Q1 2026, its #146 holding.
  • Ellevest Inc first reported a position in ESCO Technologies in Q3 2025 and has held it in 3 quarters since.
  • Ellevest Inc's ESCO Technologies position peaked at $989K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.