Root Financial Partners
ESE icon

Root Financial Partners’s ESCO Technologies ESE Stock Holding History

Root Financial Partners’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
Q3 		$34.7K Buy
+131
New +$38.9K ﹤0.01% 1263
2026
Q2 		– Sell
-143
Closed -$40.2K – 1272
2026
Q1 		$40.2K Buy
143
+8
+6% +$2.02K ﹤0.01% 977
2025
Q4 		$26.4K Buy
135
+8
+6% +$1.69K ﹤0.01% 1029
2025
Q3 		$26.8K Buy
+127
New +$25.1K ﹤0.01% 960

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Root Financial Partners's ESE Position: Q3 2026 in Review

Root Financial Partners opened a new position in ESCO Technologies (ESE) in Q3 2026: 131 shares worth $34.7K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ESE as recently as Q1 2026.

Root Financial Partners first reported a position in ESE in Q3 2025 and has held it in 4 quarters since. The position peaked at $40.2K in Q1 2026. 349 funds tracked by Wall St. Rank hold ESE as of Q3 2026.

  • Root Financial Partners held 131 shares of ESCO Technologies worth $34.7K as of Q3 2026.
  • ESCO Technologies was a new Root Financial Partners position in Q3 2026.
  • ESCO Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1263 holding.
  • Root Financial Partners first reported a position in ESCO Technologies in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's ESCO Technologies position peaked at $40.2K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.