High Note Wealth’s ESCO Technologies ESE Stock Holding History

High Note Wealth’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	-55	Closed	-$10.7K	–	963
2025 Q4	$10.7K	Sell	55 -3	-5%	-$632	﹤0.01%	330
2025 Q3	$12.2K	Buy	58 +3	+5%	+$594	﹤0.01%	293
2025 Q2	$10.6K	Sell	55 -2	-4%	-$342	﹤0.01%	293
2025 Q1	$9.07K	Buy	57 +5	+10%	+$749	﹤0.01%	304
2024 Q4	$6.93K	Buy	+52	New	+$7.07K	﹤0.01%	349

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

High Note Wealth's ESE Position: Q1 2026 in Review

High Note Wealth sold out of ESCO Technologies (ESE) in Q1 2026, closing a stake of 55 shares — an estimated $10.7K sold.

High Note Wealth first reported a position in ESE in Q4 2024 and held it in 5 quarters. The position peaked at $12.2K in Q3 2025. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

High Note Wealth reported no remaining ESCO Technologies position as of Q1 2026 after selling out during the quarter.
High Note Wealth sold 55 ESCO Technologies shares in Q1 2026, an estimated $10.7K.
High Note Wealth first reported a position in ESCO Technologies in Q4 2024 and held it in 5 quarters.
High Note Wealth's ESCO Technologies position peaked at $12.2K in Q3 2025.
432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.