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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
Q2 		$824K Sell
2,353
-260
-10% -$81.3K 0.1% 147
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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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
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ellevest Inc's ESE Position: Q2 2026 in Review

Ellevest Inc reduced its ESCO Technologies (ESE) stake by 10% in Q2 2026, selling an estimated $81.3K and leaving 2,353 shares worth $824K. The position accounts for 0.1% of the portfolio, ranked #147.

Ellevest Inc first reported a position in ESE in Q3 2025 and has held it in 4 quarters since. The position peaked at $989K in Q3 2025. 448 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Ellevest Inc held 2,353 shares of ESCO Technologies worth $824K as of Q2 2026.
  • Ellevest Inc sold 260 ESCO Technologies shares in Q2 2026, an estimated $81.3K.
  • ESCO Technologies made up 0.1% of Ellevest Inc's portfolio in Q2 2026, its #147 holding.
  • Ellevest Inc first reported a position in ESCO Technologies in Q3 2025 and has held it in 4 quarters since.
  • Ellevest Inc's ESCO Technologies position peaked at $989K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.