SAG
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SageView Advisory Group’s ESCO Technologies ESE Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-136
Closed -$26.6K – 1159
2025
Q4 		$26.6K Buy
+136
New +$28.7K ﹤0.01% 1337

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SageView Advisory Group's ESE Position: Q1 2026 in Review

SageView Advisory Group sold out of ESCO Technologies (ESE) in Q1 2026, closing a stake of 136 shares — an estimated $26.6K sold.

SageView Advisory Group first reported a position in ESE in Q4 2025 and held it in 1 quarter. The position peaked at $26.6K in Q4 2025. 434 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • SageView Advisory Group reported no remaining ESCO Technologies position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 136 ESCO Technologies shares in Q1 2026, an estimated $26.6K.
  • SageView Advisory Group first reported a position in ESCO Technologies in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's ESCO Technologies position peaked at $26.6K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.