JFS Wealth Advisors’s ESCO Technologies ESE Stock Holding History

JFS Wealth Advisors’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	$10.9K	Buy	31 +4	+15%	+$1.25K	﹤0.01%	977
2026 Q1	$7.6K	Hold	27	–	–	﹤0.01%	1050
2025 Q4	$5.28K	Buy	27 +6	+29%	+$1.26K	﹤0.01%	1219
2025 Q3	$4.43K	Hold	21	–	–	﹤0.01%	1166
2025 Q2	$4.03K	Hold	21	–	–	﹤0.01%	1157
2025 Q1	$3.34K	Hold	21	–	–	﹤0.01%	1282
2024 Q4	$2.8K	Hold	21	–	–	﹤0.01%	1344
2024 Q3	$2.71K	Buy	21 +1	+5%	+$118	﹤0.01%	1364
2024 Q2	$2.1K	Hold	20	–	–	﹤0.01%	1412
2024 Q1	$2.14K	Hold	20	–	–	﹤0.01%	1417
2023 Q4	$2.34K	Hold	20	–	–	﹤0.01%	1359
2023 Q3	$2.09K	Hold	20	–	–	﹤0.01%	1346
2023 Q2	$2.07K	Hold	20	–	–	﹤0.01%	1375
2023 Q1	$1.91K	Sell	20 -1	-5%	-$93	﹤0.01%	1384
2022 Q4	$1.84K	Buy	21 +2	+11%	+$172	﹤0.01%	1402
2022 Q3	$1K	Buy	19 +3	+19%	+$233	﹤0.01%	1537
2022 Q2	$1K	Buy	16 +10	+167%	+$653	﹤0.01%	1515
2022 Q1	$0	Buy	6 +1	+20%	+$76	﹤0.01%	1864
2021 Q4	$0	Buy	+5	New	+$432	﹤0.01%	1763

Other funds holding ESE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JFS Wealth Advisors's ESE Position: Q2 2026 in Review

JFS Wealth Advisors increased its ESCO Technologies (ESE) stake by 15% in Q2 2026, buying an estimated $1.25K and bringing the position to 31 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

JFS Wealth Advisors first reported a position in ESE in Q4 2021 and has held it in 19 quarters since. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

JFS Wealth Advisors held 31 shares of ESCO Technologies worth $10.9K as of Q2 2026.
JFS Wealth Advisors bought 4 ESCO Technologies shares in Q2 2026, an estimated $1.25K.
ESCO Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #977 holding.
JFS Wealth Advisors first reported a position in ESCO Technologies in Q4 2021 and has held it in 19 quarters since.
446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.