Envestnet Asset Management
ESE icon

Envestnet Asset Management’s ESCO Technologies ESE Stock Holding History

Envestnet Asset 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 		$24M Sell
68,626
-18,337
-21% -$5.74M 0.01% 1309
2026
Q1 		$24.5M Buy
86,963
+4,405
+5% +$1.11M 0.01% 1213
2025
Q4 		$16.1M Sell
82,558
-10,027
-11% -$2.11M ﹤0.01% 1353
2025
Q3 		$19.5M Sell
92,585
-1,496
-2% -$296K 0.01% 1293
2025
Q2 		$18.1M Buy
94,081
+9,562
+11% +$1.63M 0.01% 1319
2025
Q1 		$13.4M Buy
84,519
+7,558
+10% +$1.13M ﹤0.01% 1458
2024
Q4 		$10.3M Buy
76,961
+15,670
+26% +$2.13M ﹤0.01% 1624
2024
Q3 		$7.91M Buy
61,291
+5,075
+9% +$598K ﹤0.01% 1799
2024
Q2 		$5.9M Buy
56,216
+24,305
+76% +$2.56M ﹤0.01% 1910
2024
Q1 		$3.42M Buy
31,911
+1,073
+3% +$110K ﹤0.01% 2239
2023
Q4 		$3.61M Buy
30,838
+3,156
+11% +$332K ﹤0.01% 2106
2023
Q3 		$2.89M Buy
27,682
+3,104
+13% +$319K ﹤0.01% 2148
2023
Q2 		$2.55M Buy
24,578
+255
+1% +$24.5K ﹤0.01% 2127
2023
Q1 		$2.32M Buy
24,323
+13
+0.1% +$1.21K ﹤0.01% 2105
2022
Q4 		$2.13M Sell
24,310
-1,268
-5% -$109K ﹤0.01% 2118
2022
Q3 		$1.88M Sell
25,578
-836
-3% -$64.9K ﹤0.01% 2122
2022
Q2 		$1.81M Buy
26,414
+1,690
+7% +$110K ﹤0.01% 2170
2022
Q1 		$1.73M Buy
24,724
+3,212
+15% +$245K ﹤0.01% 2292
2021
Q4 		$1.94M Buy
21,512
+1,567
+8% +$135K ﹤0.01% 2207
2021
Q3 		$1.54M Buy
19,945
+774
+4% +$68.5K ﹤0.01% 2268
2021
Q2 		$1.8M Sell
19,171
-1,814
-9% -$183K ﹤0.01% 2128
2021
Q1 		$2.29M Sell
20,985
-1,556
-7% -$165K ﹤0.01% 1862
2020
Q4 		$2.33M Buy
22,541
+4,512
+25% +$425K ﹤0.01% 1675
2020
Q3 		$1.45M Buy
18,029
+972
+6% +$83.8K ﹤0.01% 1797
2020
Q2 		$1.44M Buy
17,057
+2,631
+18% +$208K ﹤0.01% 1764
2020
Q1 		$1.09M Sell
14,426
-2,733
-16% -$250K ﹤0.01% 1767
2019
Q4 		$1.59M Sell
17,159
-3,000
-15% -$256K ﹤0.01% 1747
2019
Q3 		$1.6M Sell
20,159
-151
-0.7% -$12K ﹤0.01% 1673
2019
Q2 		$1.68M Buy
20,310
+1,408
+7% +$103K ﹤0.01% 1659
2019
Q1 		$1.27M Sell
18,902
-403
-2% -$27K ﹤0.01% 1742
2018
Q4 		$1.27M Buy
+19,305
New +$1.25M ﹤0.01% 1578
2018
Q3 		– Sell
-3,863
Closed -$223K – 1651
2018
Q2 		$223K Buy
3,863
+299
+8% +$17.2K ﹤0.01% 1617
2018
Q1 		$209K Buy
3,564
+97
+3% +$5.96K ﹤0.01% 1568
2017
Q4 		$209K Buy
3,467
+122
+4% +$7.41K ﹤0.01% 1824
2017
Q3 		$201K Sell
3,345
-526
-14% -$30.4K ﹤0.01% 1837
2017
Q2 		$231K Buy
3,871
+1,347
+53% +$78.5K ﹤0.01% 1817
2017
Q1 		$146K Sell
2,524
-117
-4% -$6.57K ﹤0.01% 2047
2016
Q4 		$149K Buy
2,641
+150
+6% +$7.66K ﹤0.01% 2015
2016
Q3 		$116K Sell
2,491
-6
-0.2% -$264 ﹤0.01% 2252
2016
Q2 		$100K Sell
2,497
-57
-2% -$2.24K ﹤0.01% 2436
2016
Q1 		$100K Buy
2,554
+534
+26% +$18.9K ﹤0.01% 2400
2015
Q4 		$73K Buy
2,020
+584
+41% +$21.9K ﹤0.01% 2504
2015
Q3 		$52K Buy
+1,436
New +$52.8K ﹤0.01% 2638
2015
Q1 		– Sell
-563
Closed -$21K – 2136
2014
Q4 		$21K Buy
563
+28
+5% +$1K ﹤0.01% 1724
2014
Q3 		$19K Sell
535
-22
-4% -$765 ﹤0.01% 1901
2014
Q2 		$19K Buy
557
+318
+133% +$10.9K ﹤0.01% 1776
2014
Q1 		$8K Hold
239
– – ﹤0.01% 1963
2013
Q4 		$8K Buy
+239
New +$8.23K ﹤0.01% 1826

Other funds holding ESE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Envestnet Asset Management's ESE Position: Q2 2026 in Review

Envestnet Asset Management reduced its ESCO Technologies (ESE) stake by 21% in Q2 2026, selling an estimated $5.74M and leaving 68,626 shares worth $24M. The position accounts for 0.01% of the portfolio, ranked #1309.

Envestnet Asset Management first reported a position in ESE in Q4 2013 and has held it in 48 quarters since. The position peaked at $24.5M in Q1 2026. 163 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Envestnet Asset Management held 68,626 shares of ESCO Technologies worth $24M as of Q2 2026.
  • Envestnet Asset Management sold 18,337 ESCO Technologies shares in Q2 2026, an estimated $5.74M.
  • ESCO Technologies made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1309 holding.
  • Envestnet Asset Management first reported a position in ESCO Technologies in Q4 2013 and has held it in 48 quarters since.
  • Envestnet Asset Management's ESCO Technologies position peaked at $24.5M in Q1 2026.
  • 163 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.