Select Equity Group’s ESCO Technologies ESE Stock Holding History

Select Equity 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	$13.3M	Buy	47,255 +17,626	+59%	+$4.44M	0.07%	127
2025 Q4	$5.79M	Buy	+29,629	New	+$6.25M	0.03%	160
2024 Q3	–	Sell	-395,460	Closed	-$41.5M	–	157
2024 Q2	$41.5M	Buy	395,460 +290,711	+278%	+$30.6M	0.16%	85
2024 Q1	$11.2M	Buy	+104,749	New	+$10.7M	0.04%	110
2020 Q1	–	Sell	-72,096	Closed	-$6.67M	–	119
2019 Q4	$6.67M	Buy	+72,096	New	+$6.15M	0.04%	97

Other funds holding ESE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Select Equity Group's ESE Position: Q1 2026 in Review

Select Equity Group increased its ESCO Technologies (ESE) stake by 59% in Q1 2026, buying an estimated $4.44M and bringing the position to 47,255 shares worth $13.3M. The position accounts for 0.07% of the portfolio, ranked #127.

Select Equity Group first reported a position in ESE in Q4 2019 and has held it in 5 quarters since. The position peaked at $41.5M in Q2 2024. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

Select Equity Group held 47,255 shares of ESCO Technologies worth $13.3M as of Q1 2026.
Select Equity Group bought 17,626 ESCO Technologies shares in Q1 2026, an estimated $4.44M.
ESCO Technologies made up 0.07% of Select Equity Group's portfolio in Q1 2026, its #127 holding.
Select Equity Group first reported a position in ESCO Technologies in Q4 2019 and has held it in 5 quarters since.
Select Equity Group's ESCO Technologies position peaked at $41.5M in Q2 2024.
432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.