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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
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

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MCM
Mork Capital Management Healdsburg, California $156M AUM 39.85% 1-Year Est. Return

Ritholtz Wealth Management's ESCA Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Escalade (ESCA) stake by 48% in Q2 2026, buying an estimated $290K and bringing the position to 48,348 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #650.

Ritholtz Wealth Management first reported a position in ESCA in Q4 2020 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold ESCA as of Q2 2026.

  • Ritholtz Wealth Management held 48,348 shares of Escalade worth $908K as of Q2 2026.
  • Ritholtz Wealth Management bought 15,673 Escalade shares in Q2 2026, an estimated $290K.
  • Escalade made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Ritholtz Wealth Management first reported a position in Escalade in Q4 2020 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held Escalade as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.