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HB Wealth Management’s ESCO Technologies ESE Stock Holding History

HB Wealth 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 		$395K Sell
1,128
-79
-7% -$24.7K ﹤0.01% 1227
2026
Q1 		$340K Buy
1,207
+78
+7% +$19.7K ﹤0.01% 1157
2025
Q4 		$221K Buy
1,129
+108
+11% +$22.8K ﹤0.01% 1289
2025
Q3 		$216K Buy
+1,021
New +$202K ﹤0.01% 1241

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

HB Wealth Management's ESE Position: Q2 2026 in Review

HB Wealth Management reduced its ESCO Technologies (ESE) stake by 6.5% in Q2 2026, selling an estimated $24.7K and leaving 1,128 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

HB Wealth Management first reported a position in ESE in Q3 2025 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • HB Wealth Management held 1,128 shares of ESCO Technologies worth $395K as of Q2 2026.
  • HB Wealth Management sold 79 ESCO Technologies shares in Q2 2026, an estimated $24.7K.
  • ESCO Technologies made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1227 holding.
  • HB Wealth Management first reported a position in ESCO Technologies in Q3 2025 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.