Optima Capital’s ESCO Technologies ESE Stock Holding History

Optima Capital’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	–	Sell	-3	Closed	-$586	–	518
2025 Q4	$586	Buy	+3	New	+$632	﹤0.01%	1106

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

Optima Capital's ESE Position: Q1 2026 in Review

Optima Capital sold out of ESCO Technologies (ESE) in Q1 2026, closing a stake of 3 shares — an estimated $586 sold.

Optima Capital first reported a position in ESE in Q4 2025 and held it in 1 quarter. The position peaked at $586 in Q4 2025. 433 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

Optima Capital reported no remaining ESCO Technologies position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 ESCO Technologies shares in Q1 2026, an estimated $586.
Optima Capital first reported a position in ESCO Technologies in Q4 2025 and held it in 1 quarter.
Optima Capital's ESCO Technologies position peaked at $586 in Q4 2025.
433 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.