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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $131B AUM 28.36% 1-Year Est. Return

Mount Yale Investment Advisors's ESE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in ESCO Technologies (ESE) in Q1 2026: 1,598 shares worth $450K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ESE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ESE in Q4 2021 and has held it in 16 quarters since. 433 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Mount Yale Investment Advisors held 1,598 shares of ESCO Technologies worth $450K as of Q1 2026.
  • ESCO Technologies was a new Mount Yale Investment Advisors position in Q1 2026.
  • ESCO Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #750 holding.
  • Mount Yale Investment Advisors first reported a position in ESCO Technologies in Q4 2021 and has held it in 16 quarters since.
  • 433 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.