Ritholtz Wealth Management
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Ritholtz Wealth Management’s Escalade ESCA Stock Holding History

Ritholtz Wealth Management’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$793K Sell
41,680
-6,668
-14% -$132K 0.01% 716
2026
Q2 		$908K Buy
48,348
+15,673
+48% +$290K 0.01% 650
2026
Q1 		$561K Buy
32,675
+17,012
+109% +$257K 0.01% 747
2025
Q4 		$211K Sell
15,663
-283
-2% -$3.52K ﹤0.01% 1046
2025
Q3 		$200K Sell
15,946
-3,993
-20% -$51.3K ﹤0.01% 981
2025
Q2 		$279K Buy
19,939
+17
+0.1% +$251 0.01% 821
2025
Q1 		$305K Buy
+19,922
New +$300K 0.01% 744
2024
Q1 		– Sell
-16,940
Closed -$340K – 801
2023
Q4 		$340K Buy
16,940
+2,056
+14% +$38K 0.01% 570
2023
Q3 		$228K Buy
+14,884
New +$217K 0.01% 620
2021
Q2 		– Sell
-9,644
Closed -$202K – 542
2021
Q1 		$202K Sell
9,644
-328
-3% -$7.09K 0.02% 407
2020
Q4 		$211K Buy
+9,972
New +$204K 0.02% 329

Other funds holding ESCA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Peoples Bank (Ohio)
Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

Ritholtz Wealth Management's ESCA Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Escalade (ESCA) stake by 14% in Q3 2026, selling an estimated $132K and leaving 41,680 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #716.

Ritholtz Wealth Management first reported a position in ESCA in Q4 2020 and has held it in 11 quarters since. The position peaked at $908K in Q2 2026. 36 funds tracked by Wall St. Rank hold ESCA as of Q3 2026.

  • Ritholtz Wealth Management held 41,680 shares of Escalade worth $793K as of Q3 2026.
  • Ritholtz Wealth Management sold 6,668 Escalade shares in Q3 2026, an estimated $132K.
  • Escalade made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #716 holding.
  • Ritholtz Wealth Management first reported a position in Escalade in Q4 2020 and has held it in 11 quarters since.
  • Ritholtz Wealth Management's Escalade position peaked at $908K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Escalade as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.