ECM
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Evergreen Capital Management’s ESCO Technologies ESE Stock Holding History

Evergreen 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
Q1 		$680K Buy
2,418
+58
+2% +$14.6K 0.01% 624
2025
Q4 		$461K Sell
2,360
-800
-25% -$169K 0.01% 794
2025
Q3 		$667K Buy
3,160
+788
+33% +$156K 0.02% 530
2025
Q2 		$455K Sell
2,372
-52
-2% -$8.89K 0.01% 596
2025
Q1 		$386K Buy
2,424
+171
+8% +$25.6K 0.01% 608
2024
Q4 		$300K Buy
2,253
+87
+4% +$11.8K 0.01% 738
2024
Q3 		$279K Buy
2,166
+38
+2% +$4.48K 0.01% 744
2024
Q2 		$224K Buy
2,128
+67
+3% +$7.06K 0.01% 798
2024
Q1 		$221K Buy
2,061
+69
+3% +$7.08K 0.01% 755
2023
Q4 		$233K Buy
+1,992
New +$209K 0.01% 704

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Evergreen Capital Management's ESE Position: Q1 2026 in Review

Evergreen Capital Management increased its ESCO Technologies (ESE) stake by 2.5% in Q1 2026, buying an estimated $14.6K and bringing the position to 2,418 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #624.

Evergreen Capital Management first reported a position in ESE in Q4 2023 and has held it in 10 quarters since. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Evergreen Capital Management held 2,418 shares of ESCO Technologies worth $680K as of Q1 2026.
  • Evergreen Capital Management bought 58 ESCO Technologies shares in Q1 2026, an estimated $14.6K.
  • ESCO Technologies made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #624 holding.
  • Evergreen Capital Management first reported a position in ESCO Technologies in Q4 2023 and has held it in 10 quarters since.
  • 432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.