Mackenzie Financial
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Mackenzie Financial’s ESCO Technologies ESE Stock Holding History

Mackenzie Financial’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
-1,630
Closed -$320K – 1523
2025
Q4 		$320K Sell
1,630
-9
-0.5% -$1.9K ﹤0.01% 1356
2025
Q3 		$346K Sell
1,639
-57
-3% -$11.3K ﹤0.01% 1361
2025
Q2 		$325K Hold
1,696
– – ﹤0.01% 1363
2025
Q1 		$270K Hold
1,696
– – ﹤0.01% 1416
2024
Q4 		$226K Hold
1,696
– – ﹤0.01% 1511
2024
Q3 		$219K Buy
+1,696
New +$200K ﹤0.01% 1345
2023
Q2 		– Sell
-2,762
Closed -$264K – 1545
2023
Q1 		$264K Hold
2,762
– – ﹤0.01% 1236
2022
Q4 		$242K Buy
+2,762
New +$238K ﹤0.01% 1164

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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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial's ESE Position: Q1 2026 in Review

Mackenzie Financial sold out of ESCO Technologies (ESE) in Q1 2026, closing a stake of 1,630 shares — an estimated $320K sold.

Mackenzie Financial first reported a position in ESE in Q4 2022 and held it in 8 quarters. The position peaked at $346K in Q3 2025. 433 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Mackenzie Financial reported no remaining ESCO Technologies position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 1,630 ESCO Technologies shares in Q1 2026, an estimated $320K.
  • Mackenzie Financial first reported a position in ESCO Technologies in Q4 2022 and held it in 8 quarters.
  • Mackenzie Financial's ESCO Technologies position peaked at $346K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.