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Sequoia Financial Advisors’s ESCO Technologies ESE Stock Holding History

Sequoia Financial Advisors’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 		$862K Buy
2,462
+38
+2% +$11.9K ﹤0.01% 1020
2026
Q1 		$682K Sell
2,424
-321
-12% -$80.9K ﹤0.01% 1085
2025
Q4 		$536K Buy
2,745
+523
+24% +$110K ﹤0.01% 1247
2025
Q3 		$469K Buy
2,222
+5
+0.2% +$989 ﹤0.01% 1173
2025
Q2 		$425K Buy
2,217
+5
+0.2% +$855 ﹤0.01% 1085
2025
Q1 		$352K Sell
2,212
-109
-5% -$16.3K ﹤0.01% 1002
2024
Q4 		$309K Buy
2,321
+15
+0.7% +$2.04K ﹤0.01% 1012
2024
Q3 		$297K Sell
2,306
-29
-1% -$3.42K ﹤0.01% 975
2024
Q2 		$245K Sell
2,335
-105
-4% -$11.1K ﹤0.01% 982
2024
Q1 		$261K Buy
2,440
+79
+3% +$8.1K ﹤0.01% 925
2023
Q4 		$276K Buy
+2,361
New +$248K ﹤0.01% 964

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sequoia Financial Advisors's ESE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its ESCO Technologies (ESE) stake by 1.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,462 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Sequoia Financial Advisors first reported a position in ESE in Q4 2023 and has held it in 11 quarters since. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Sequoia Financial Advisors held 2,462 shares of ESCO Technologies worth $862K as of Q2 2026.
  • Sequoia Financial Advisors bought 38 ESCO Technologies shares in Q2 2026, an estimated $11.9K.
  • ESCO Technologies made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1020 holding.
  • Sequoia Financial Advisors first reported a position in ESCO Technologies in Q4 2023 and has held it in 11 quarters since.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.