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Pinnacle Wealth Planning Services’s ESCO Technologies ESE Stock Holding History

Pinnacle Wealth Planning Services’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 		$153K Buy
543
+21
+4% +$5.29K 0.02% 579
2025
Q4 		$102K Buy
+522
New +$110K 0.01% 778
2021
Q1 		– Sell
-64
Closed -$6K – 855
2020
Q4 		$6K Buy
+64
New +$6.03K ﹤0.01% 1581

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $4.71B AUM 6.32% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's ESE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its ESCO Technologies (ESE) stake by 4% in Q1 2026, buying an estimated $5.29K and bringing the position to 543 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #579.

Pinnacle Wealth Planning Services first reported a position in ESE in Q4 2020 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 543 shares of ESCO Technologies worth $153K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 21 ESCO Technologies shares in Q1 2026, an estimated $5.29K.
  • ESCO Technologies made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #579 holding.
  • Pinnacle Wealth Planning Services first reported a position in ESCO Technologies in Q4 2020 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.