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Global Financial Private Client’s ESCO Technologies ESE Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-5
Closed -$796 – 653
2025
Q1 		$796 Buy
5
+4
+400% +$599 ﹤0.01% 1126
2024
Q4 		$133 Buy
+1
New +$136 ﹤0.01% 1411

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Global Financial Private Client's ESE Position: Q2 2025 in Review

Global Financial Private Client sold out of ESCO Technologies (ESE) in Q2 2025, closing a stake of 5 shares — an estimated $796 sold.

Global Financial Private Client first reported a position in ESE in Q4 2024 and held it in 2 quarters. The position peaked at $796 in Q1 2025. 362 funds tracked by Wall St. Rank hold ESE as of Q2 2025.

  • Global Financial Private Client reported no remaining ESCO Technologies position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 ESCO Technologies shares in Q2 2025, an estimated $796.
  • Global Financial Private Client first reported a position in ESCO Technologies in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's ESCO Technologies position peaked at $796 in Q1 2025.
  • 362 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.