OP Asset Management’s ESCO Technologies ESE Stock Holding History

OP Asset 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	$31.1M	Buy	88,794 +52,501	+145%	+$16.4M	0.33%	47
2026 Q1	$10.2M	Sell	36,293 -26,114	-42%	-$6.58M	0.1%	133
2025 Q4	$12.2M	Buy	62,407 +1,340	+2%	+$282K	0.14%	113
2025 Q3	$12.9M	Buy	61,067 +54,234	+794%	+$10.7M	0.17%	104
2025 Q2	$1.31M	Buy	6,833 +3,500	+105%	+$598K	0.02%	559
2025 Q1	$530K	Buy	+3,333	New	+$499K	0.01%	669

Other funds holding ESE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

OP Asset Management's ESE Position: Q2 2026 in Review

OP Asset Management increased its ESCO Technologies (ESE) stake by 145% in Q2 2026, buying an estimated $16.4M and bringing the position to 88,794 shares worth $31.1M. The position accounts for 0.33% of the portfolio, ranked #47.

OP Asset Management first reported a position in ESE in Q1 2025 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

OP Asset Management held 88,794 shares of ESCO Technologies worth $31.1M as of Q2 2026.
OP Asset Management bought 52,501 ESCO Technologies shares in Q2 2026, an estimated $16.4M.
ESCO Technologies made up 0.33% of OP Asset Management's portfolio in Q2 2026, its #47 holding.
OP Asset Management first reported a position in ESCO Technologies in Q1 2025 and has held it in 6 quarters since.
108 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.