EWA
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EverSource Wealth Advisors’s ESCO Technologies ESE Stock Holding History

EverSource Wealth Advisors’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 		$78.1K Sell
223
-162
-42% -$50.7K ﹤0.01% 1517
2026
Q1 		$108K Buy
385
+19
+5% +$4.79K ﹤0.01% 1380
2025
Q4 		$71.5K Buy
366
+62
+20% +$13.1K ﹤0.01% 1499
2025
Q3 		$64.2K Sell
304
-67
-18% -$13.3K ﹤0.01% 1526
2025
Q2 		$71.2K Buy
371
+38
+11% +$6.5K ﹤0.01% 1392
2025
Q1 		$53K Buy
333
+34
+11% +$5.09K ﹤0.01% 1210
2024
Q4 		$39.8K Buy
299
+7
+2% +$951 ﹤0.01% 1288
2024
Q3 		$37.7K Buy
292
+16
+6% +$1.89K ﹤0.01% 1186
2024
Q2 		$33.9K Buy
276
+23
+9% +$2.42K ﹤0.01% 1270
2024
Q1 		$25.7K Buy
253
+31
+14% +$3.18K ﹤0.01% 1247
2023
Q4 		$26K Sell
222
-64
-22% -$6.73K ﹤0.01% 1127
2023
Q3 		$29.9K Hold
286
– – ﹤0.01% 982
2023
Q2 		$29.6K Hold
286
– – ﹤0.01% 1011
2023
Q1 		$27.3K Sell
286
-45
-14% -$4.18K ﹤0.01% 976
2022
Q4 		$29K Sell
331
-16
-5% -$1.38K ﹤0.01% 956
2022
Q3 		$25K Buy
347
+70
+25% +$5.43K 0.01% 830
2022
Q2 		$19K Buy
277
+191
+222% +$12.5K ﹤0.01% 842
2022
Q1 		$6K Buy
+86
New +$6.56K ﹤0.01% 1176

Other funds holding ESE

BlackRock
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

EverSource Wealth Advisors's ESE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ESCO Technologies (ESE) stake by 42% in Q2 2026, selling an estimated $50.7K and leaving 223 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

EverSource Wealth Advisors first reported a position in ESE in Q1 2022 and has held it in 18 quarters since. The position peaked at $108K in Q1 2026. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • EverSource Wealth Advisors held 223 shares of ESCO Technologies worth $78.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 162 ESCO Technologies shares in Q2 2026, an estimated $50.7K.
  • ESCO Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1517 holding.
  • EverSource Wealth Advisors first reported a position in ESCO Technologies in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's ESCO Technologies position peaked at $108K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.