IEQ Capital’s ESCO Technologies ESE Stock Holding History

IEQ Capital’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	-1,353	Closed	-$215K	–	1878
2025 Q1	$215K	Buy	+1,353	New	+$203K	﹤0.01%	1344

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

IEQ Capital's ESE Position: Q2 2025 in Review

IEQ Capital sold out of ESCO Technologies (ESE) in Q2 2025, closing a stake of 1,353 shares — an estimated $215K sold.

IEQ Capital first reported a position in ESE in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 361 funds tracked by Wall St. Rank hold ESE as of Q2 2025.

IEQ Capital reported no remaining ESCO Technologies position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 1,353 ESCO Technologies shares in Q2 2025, an estimated $215K.
IEQ Capital first reported a position in ESCO Technologies in Q1 2025 and held it in 1 quarter.
IEQ Capital's ESCO Technologies position peaked at $215K in Q1 2025.
361 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.