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Rise Advisors’s ESCO Technologies ESE Stock Holding History

Rise 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
2025
Q4 		– Sell
-72
Closed -$15.2K – 540
2025
Q3 		$15.2K Hold
72
– – 0.01% 745
2025
Q2 		$13.8K Hold
72
– – 0.01% 793
2025
Q1 		$11.5K Buy
+72
New +$10.8K 0.01% 880

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
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

Rise Advisors's ESE Position: Q4 2025 in Review

Rise Advisors sold out of ESCO Technologies (ESE) in Q4 2025, closing a stake of 72 shares — an estimated $15.2K sold.

Rise Advisors first reported a position in ESE in Q1 2025 and held it in 3 quarters. The position peaked at $15.2K in Q3 2025. 392 funds tracked by Wall St. Rank hold ESE as of Q4 2025.

  • Rise Advisors reported no remaining ESCO Technologies position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 72 ESCO Technologies shares in Q4 2025, an estimated $15.2K.
  • Rise Advisors first reported a position in ESCO Technologies in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's ESCO Technologies position peaked at $15.2K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.