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
2025
Q4 		$26.6K Buy
+136
New +$28.7K ﹤0.01% 1337

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SageView Advisory Group's ESE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ESCO Technologies (ESE) in Q4 2025: 136 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings.

392 funds tracked by Wall St. Rank hold ESE as of Q4 2025.

  • SageView Advisory Group held 136 shares of ESCO Technologies worth $26.6K as of Q4 2025.
  • ESCO Technologies was a new SageView Advisory Group position in Q4 2025.
  • ESCO Technologies made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1337 holding.
  • 392 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.