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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
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

Other funds holding ESE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's ESE Position: Q2 2026 in Review

Root Financial Partners sold out of ESCO Technologies (ESE) in Q2 2026, closing a stake of 143 shares — an estimated $40.2K sold.

Root Financial Partners first reported a position in ESE in Q3 2025 and held it in 3 quarters. The position peaked at $40.2K in Q1 2026. 128 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Root Financial Partners reported no remaining ESCO Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 143 ESCO Technologies shares in Q2 2026, an estimated $40.2K.
  • Root Financial Partners first reported a position in ESCO Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ESCO Technologies position peaked at $40.2K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.