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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
Q2 		$843K Sell
2,409
-9
-0.4% -$2.82K 0.01% 619
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

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Evergreen Capital Management's ESE Position: Q2 2026 in Review

Evergreen Capital Management reduced its ESCO Technologies (ESE) stake by 0.37% in Q2 2026, selling an estimated $2.82K and leaving 2,409 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #619.

Evergreen Capital Management first reported a position in ESE in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Evergreen Capital Management held 2,409 shares of ESCO Technologies worth $843K as of Q2 2026.
  • Evergreen Capital Management sold 9 ESCO Technologies shares in Q2 2026, an estimated $2.82K.
  • ESCO Technologies made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #619 holding.
  • Evergreen Capital Management first reported a position in ESCO Technologies in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.