Moneta Group Investment Advisors’s ESCO Technologies ESE Stock Holding History

Moneta Group Investment 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 Q1	$6.2M	Sell	22,041 -500	-2%	-$126K	0.05%	145
2025 Q4	$4.4M	Sell	22,541 -2,494	-10%	-$526K	0.03%	177
2025 Q3	$5.29M	Sell	25,035 -249	-1%	-$49.3K	0.04%	156
2025 Q2	$4.85M	Hold	25,284	–	–	0.06%	139
2025 Q1	$4.02M	Sell	25,284 -500	-2%	-$74.9K	0.06%	146
2024 Q4	$3.43M	Buy	25,784 +21,562	+511%	+$2.93M	0.05%	153
2024 Q3	$545K	Hold	4,222	–	–	0.01%	387
2024 Q2	$443K	Hold	4,222	–	–	0.01%	412
2024 Q1	$452K	Buy	+4,222	New	+$433K	0.01%	395

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

Moneta Group Investment Advisors's ESE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its ESCO Technologies (ESE) stake by 2.2% in Q1 2026, selling an estimated $126K and leaving 22,041 shares worth $6.2M. The position accounts for 0.05% of the portfolio, ranked #145.

Moneta Group Investment Advisors first reported a position in ESE in Q1 2024 and has held it in 9 quarters since. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

Moneta Group Investment Advisors held 22,041 shares of ESCO Technologies worth $6.2M as of Q1 2026.
Moneta Group Investment Advisors sold 500 ESCO Technologies shares in Q1 2026, an estimated $126K.
ESCO Technologies made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #145 holding.
Moneta Group Investment Advisors first reported a position in ESCO Technologies in Q1 2024 and has held it in 9 quarters since.
432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.