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Kassira Wealth Management’s ESCO Technologies ESE Stock Holding History

Kassira 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 		$375K Sell
1,071
-14
-1% -$4.38K 0.3% 50
2026
Q1 		$305K Sell
1,085
-100
-8% -$25.2K 0.28% 52
2025
Q4 		$232K Buy
1,185
+104
+10% +$21.9K 0.22% 50
2025
Q3 		$228K Buy
+1,081
New +$214K 0.22% 50

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

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

Kassira Wealth Management reduced its ESCO Technologies (ESE) stake by 1.3% in Q2 2026, selling an estimated $4.38K and leaving 1,071 shares worth $375K. The position accounts for 0.3% of the portfolio, ranked #50.

Kassira Wealth Management first reported a position in ESE in Q3 2025 and has held it in 4 quarters since. 448 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Kassira Wealth Management held 1,071 shares of ESCO Technologies worth $375K as of Q2 2026.
  • Kassira Wealth Management sold 14 ESCO Technologies shares in Q2 2026, an estimated $4.38K.
  • ESCO Technologies made up 0.3% of Kassira Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Kassira Wealth Management first reported a position in ESCO Technologies in Q3 2025 and has held it in 4 quarters since.
  • 448 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.