Harbor Investment Advisory’s ESCO Technologies ESE Stock Holding History

Harbor Investment Advisory’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	–	Sell	-394	Closed	-$77K	–	1266
2025 Q4	$77K	Buy	394 +92	+30%	+$19.4K	0.01%	567
2025 Q3	$63.8K	Buy	302 +103	+52%	+$20.4K	0.01%	592
2025 Q2	$38.2K	Buy	+199	New	+$34K	﹤0.01%	680
2023 Q3	–	Sell	-436	Closed	-$45.2K	–	1232
2023 Q2	$45.2K	Buy	436 +116	+36%	+$11.1K	0.01%	738
2023 Q1	$30.5K	Hold	320	–	–	﹤0.01%	820
2022 Q4	$28K	Hold	320	–	–	﹤0.01%	833
2022 Q3	$24K	Hold	320	–	–	﹤0.01%	860
2022 Q2	$22K	Sell	320 -167	-34%	-$10.9K	﹤0.01%	887
2022 Q1	$34K	Hold	487	–	–	﹤0.01%	830
2021 Q4	$44K	Hold	487	–	–	0.01%	775
2021 Q3	$37K	Hold	487	–	–	0.01%	816
2021 Q2	$46K	Hold	487	–	–	0.01%	726
2021 Q1	$53K	Hold	487	–	–	0.01%	666
2020 Q4	$50K	Buy	487 +147	+43%	+$13.8K	0.01%	624
2020 Q3	$27K	Buy	340 +104	+44%	+$8.97K	0.01%	664
2020 Q2	$20K	Hold	236	–	–	﹤0.01%	632
2020 Q1	$18K	Buy	+236	New	+$21.6K	﹤0.01%	597

Other funds holding ESE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Harbor Investment Advisory's ESE Position: Q1 2026 in Review

Harbor Investment Advisory sold out of ESCO Technologies (ESE) in Q1 2026, closing a stake of 394 shares — an estimated $77K sold.

Harbor Investment Advisory first reported a position in ESE in Q1 2020 and held it in 17 quarters. The position peaked at $77K in Q4 2025. 433 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

Harbor Investment Advisory reported no remaining ESCO Technologies position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 394 ESCO Technologies shares in Q1 2026, an estimated $77K.
Harbor Investment Advisory first reported a position in ESCO Technologies in Q1 2020 and held it in 17 quarters.
Harbor Investment Advisory's ESCO Technologies position peaked at $77K in Q4 2025.
433 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.