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Pinnacle Wealth Management’s ESCO Technologies ESE Stock Holding History

Pinnacle Wealth 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
2025
Q3 		– Sell
-9,312
Closed -$1.79M – 41
2025
Q2 		$1.79M Buy
9,312
+3,938
+73% +$673K 1.49% 31
2025
Q1 		$855K Buy
+5,374
New +$805K 0.96% 16

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Management's ESE Position: Q3 2025 in Review

Pinnacle Wealth Management sold out of ESCO Technologies (ESE) in Q3 2025, closing a stake of 9,312 shares — an estimated $1.79M sold.

Pinnacle Wealth Management first reported a position in ESE in Q1 2025 and held it in 2 quarters. The position peaked at $1.79M in Q2 2025. 365 funds tracked by Wall St. Rank hold ESE as of Q3 2025.

  • Pinnacle Wealth Management reported no remaining ESCO Technologies position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 9,312 ESCO Technologies shares in Q3 2025, an estimated $1.79M.
  • Pinnacle Wealth Management first reported a position in ESCO Technologies in Q1 2025 and held it in 2 quarters.
  • Pinnacle Wealth Management's ESCO Technologies position peaked at $1.79M in Q2 2025.
  • 365 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2025.

Based on Pinnacle Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.