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Heritage Family Offices’s ESCO Technologies ESE Stock Holding History

Heritage Family Offices’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 		$298K Sell
852
-577
-40% -$181K 0.12% 153
2026
Q1 		$402K Sell
1,429
-559
-28% -$141K 0.18% 115
2025
Q4 		$388K Sell
1,988
-220
-10% -$46.4K 0.18% 115
2025
Q3 		$466K Buy
2,208
+112
+5% +$22.2K 0.22% 99
2025
Q2 		$326K Hold
2,096
– – 0.16% 117
2025
Q1 		$334K Buy
2,096
+138
+7% +$20.7K 0.17% 115
2024
Q4 		$261K Buy
1,958
+126
+7% +$17.1K 0.13% 146
2024
Q3 		$236K Buy
+1,832
New +$216K 0.12% 158

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

Heritage Family Offices's ESE Position: Q2 2026 in Review

Heritage Family Offices reduced its ESCO Technologies (ESE) stake by 40% in Q2 2026, selling an estimated $181K and leaving 852 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #153.

Heritage Family Offices first reported a position in ESE in Q3 2024 and has held it in 8 quarters since. The position peaked at $466K in Q3 2025. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Heritage Family Offices held 852 shares of ESCO Technologies worth $298K as of Q2 2026.
  • Heritage Family Offices sold 577 ESCO Technologies shares in Q2 2026, an estimated $181K.
  • ESCO Technologies made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #153 holding.
  • Heritage Family Offices first reported a position in ESCO Technologies in Q3 2024 and has held it in 8 quarters since.
  • Heritage Family Offices's ESCO Technologies position peaked at $466K in Q3 2025.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.