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Mount Yale Investment Advisors’s ESCO Technologies ESE Stock Holding History

Mount Yale 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
Q2 		$452K Sell
1,291
-307
-19% -$96K 0.01% 818
2026
Q1 		$450K Buy
+1,598
New +$403K 0.01% 750
2025
Q3 		– Sell
-1,968
Closed -$378K – 946
2025
Q2 		$378K Sell
1,968
-315
-14% -$53.8K 0.03% 402
2025
Q1 		$363K Sell
2,283
-373
-14% -$55.9K 0.03% 389
2024
Q4 		$354K Buy
2,656
+10
+0.4% +$1.36K 0.03% 403
2024
Q3 		$341K Sell
2,646
-19
-0.7% -$2.24K 0.03% 399
2024
Q2 		$280K Sell
2,665
-21
-0.8% -$2.21K 0.02% 452
2024
Q1 		$288K Buy
2,686
+396
+17% +$40.6K 0.02% 460
2023
Q4 		$268K Buy
2,290
+324
+16% +$34.1K 0.03% 439
2023
Q3 		$205K Sell
1,966
-399
-17% -$41K 0.02% 470
2023
Q2 		$245K Sell
2,365
-609
-20% -$58.5K 0.03% 430
2023
Q1 		$284K Buy
2,974
+275
+10% +$25.5K 0.03% 395
2022
Q4 		$236K Sell
2,699
-937
-26% -$80.7K 0.03% 408
2022
Q3 		$267K Sell
3,636
-39
-1% -$3.03K 0.04% 362
2022
Q2 		$251K Buy
3,675
+770
+27% +$50.3K 0.03% 400
2022
Q1 		$203K Sell
2,905
-16
-0.5% -$1.22K 0.02% 452
2021
Q4 		$263K Buy
+2,921
New +$252K 0.03% 399

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ESE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its ESCO Technologies (ESE) stake by 19% in Q2 2026, selling an estimated $96K and leaving 1,291 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #818.

Mount Yale Investment Advisors first reported a position in ESE in Q4 2021 and has held it in 17 quarters since. 448 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Mount Yale Investment Advisors held 1,291 shares of ESCO Technologies worth $452K as of Q2 2026.
  • Mount Yale Investment Advisors sold 307 ESCO Technologies shares in Q2 2026, an estimated $96K.
  • ESCO Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #818 holding.
  • Mount Yale Investment Advisors first reported a position in ESCO Technologies in Q4 2021 and has held it in 17 quarters since.
  • 448 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.