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Opal Wealth Advisors’s ESCO Technologies ESE Stock Holding History

Opal Wealth 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 		– Sell
-178
Closed -$50.1K – 349
2026
Q1 		$50.1K Buy
+178
New +$44.9K 0.01% 399
2025
Q3 		– Sell
-207
Closed -$39.7K – 315
2025
Q2 		$39.7K Sell
207
-12
-5% -$2.05K 0.01% 413
2025
Q1 		$34.8K Buy
+219
New +$32.8K 0.01% 413
2024
Q3 		– Sell
-219
Closed -$23K – 507
2024
Q2 		$23K Buy
+219
New +$23.1K 0.01% 477

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 $3.37T AUM 44.26% 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

Opal Wealth Advisors's ESE Position: Q2 2026 in Review

Opal Wealth Advisors sold out of ESCO Technologies (ESE) in Q2 2026, closing a stake of 178 shares — an estimated $50.1K sold.

Opal Wealth Advisors first reported a position in ESE in Q2 2024 and held it in 4 quarters. The position peaked at $50.1K in Q1 2026. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Opal Wealth Advisors reported no remaining ESCO Technologies position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 178 ESCO Technologies shares in Q2 2026, an estimated $50.1K.
  • Opal Wealth Advisors first reported a position in ESCO Technologies in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's ESCO Technologies position peaked at $50.1K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.