Fidelity Investments’s Espey Mfg & Electronics Corp ESP Stock Holding History

Fidelity Investments’s Portfolio ESP Stock Details ESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.62K	Buy	124 +26	+27%	+$1.61K	﹤0.01%	5009
2026 Q2	$6.59K	Buy	98 +29	+42%	+$1.84K	﹤0.01%	4965
2026 Q1	$3.8K	Sell	69 -25	-27%	-$1.37K	﹤0.01%	4962
2025 Q4	$4.44K	Buy	94 +40	+74%	+$1.6K	﹤0.01%	4904
2025 Q3	$2.16K	Sell	54 -14	-21%	-$654	﹤0.01%	4926
2025 Q2	$3.12K	Buy	68 +55	+423%	+$1.9K	﹤0.01%	4793
2025 Q1	$347	Buy	13 +1	+8%	+$28	﹤0.01%	5047
2024 Q4	$355	Hold	12	–	–	﹤0.01%	5017
2024 Q3	$355	Sell	12 -1	-8%	-$23	﹤0.01%	4998
2024 Q2	$274	Sell	13 -1	-7%	-$23	﹤0.01%	4902
2024 Q1	$348	Buy	14 +4	+40%	+$93	﹤0.01%	4877
2023 Q4	$184	Hold	10	–	–	﹤0.01%	4893
2023 Q3	$159	Sell	10 -3,222	-100%	-$51.9K	﹤0.01%	4806
2023 Q2	$54.1K	Buy	+3,232	New	+$62.6K	﹤0.01%	3399
2020 Q4	–	Sell	-300	Closed	-$6K	–	3946
2020 Q3	$6K	Buy	+300	New	+$5.38K	﹤0.01%	3274
2019 Q3	–	Sell	-1	Closed	–	–	3881
2019 Q2	$0	Hold	1	–	–	﹤0.01%	3843
2019 Q1	$0	Sell	1 -31	-97%	-$774	﹤0.01%	3746
2018 Q4	$1K	Buy	32 +2	+7%	+$55	﹤0.01%	3390
2018 Q3	$1K	Buy	+30	New	+$815	﹤0.01%	3441

Other funds holding ESP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Sidoxia Capital Management Newport Beach, California $142M AUM

Steel Partners Holdings New York $93M AUM 6.94% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $154M AUM 13.88% 1-Year Est. Return

Fidelity Investments's ESP Position: Q3 2026 in Review

Fidelity Investments increased its Espey Mfg & Electronics Corp (ESP) stake by 27% in Q3 2026, buying an estimated $1.61K and bringing the position to 124 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #5009.

Fidelity Investments first reported a position in ESP in Q3 2018 and has held it in 19 quarters since. The position peaked at $54.1K in Q2 2023. 43 funds tracked by Wall St. Rank hold ESP as of Q3 2026.

Fidelity Investments held 124 shares of Espey Mfg & Electronics Corp worth $7.62K as of Q3 2026.
Fidelity Investments bought 26 Espey Mfg & Electronics Corp shares in Q3 2026, an estimated $1.61K.
Espey Mfg & Electronics Corp made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #5009 holding.
Fidelity Investments first reported a position in Espey Mfg & Electronics Corp in Q3 2018 and has held it in 19 quarters since.
Fidelity Investments's Espey Mfg & Electronics Corp position peaked at $54.1K in Q2 2023.
43 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.