Sage Investment Advisers’s Espey Mfg & Electronics Corp ESP Stock Holding History

Sage Investment Advisers’s Portfolio ESP Stock Details ESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$825K	Sell	12,244 -2,196	-15%	-$139K	0.55%	43
2026 Q1	$823K	Buy	14,440 +6	+0%	+$328	0.61%	44
2025 Q4	$680K	Buy	+14,434	New	+$577K	0.51%	49
2024 Q3	$580K	Sell	19,282 -300	-2%	-$6.83K	0.61%	40
2024 Q2	$416K	Sell	19,582 -1,250	-6%	-$28.5K	0.47%	46
2024 Q1	$526K	Hold	20,832	–	–	0.6%	39
2023 Q4	$390K	Hold	20,832	–	–	0.47%	44
2023 Q3	$336K	Hold	20,832	–	–	0.46%	44
2023 Q2	$349K	Hold	20,832	–	–	0.47%	41
2023 Q1	$422K	Hold	20,832	–	–	0.56%	40
2022 Q4	$296K	Hold	20,832	–	–	0.42%	48
2022 Q3	$287K	Hold	20,832	–	–	0.45%	49
2022 Q2	$297K	Hold	20,832	–	–	0.47%	50
2022 Q1	$290K	Hold	20,832	–	–	0.38%	56
2021 Q4	$296K	Buy	+20,832	New	+$302K	0.38%	56

Other funds holding ESP

SCM

Sidoxia Capital Management Newport Beach, California $136M AUM

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

MDCM

Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

BNA

BankChampaign National Association Champaign, Illinois $130M AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Sage Investment Advisers's ESP Position: Q2 2026 in Review

Sage Investment Advisers reduced its Espey Mfg & Electronics Corp (ESP) stake by 15% in Q2 2026, selling an estimated $139K and leaving 12,244 shares worth $825K. The position accounts for 0.55% of the portfolio, ranked #43.

Sage Investment Advisers first reported a position in ESP in Q4 2021 and has held it in 15 quarters since. 22 funds tracked by Wall St. Rank hold ESP as of Q2 2026.

Sage Investment Advisers held 12,244 shares of Espey Mfg & Electronics Corp worth $825K as of Q2 2026.
Sage Investment Advisers sold 2,196 Espey Mfg & Electronics Corp shares in Q2 2026, an estimated $139K.
Espey Mfg & Electronics Corp made up 0.55% of Sage Investment Advisers's portfolio in Q2 2026, its #43 holding.
Sage Investment Advisers first reported a position in Espey Mfg & Electronics Corp in Q4 2021 and has held it in 15 quarters since.
22 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.