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Sheets Smith Wealth Management’s ESCO Technologies ESE Stock Holding History

Sheets Smith Wealth Management’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 		– Sell
-2,786
Closed -$588K – 400
2025
Q3 		$588K Hold
2,786
– – 0.07% 261
2025
Q2 		$535K Buy
+2,786
New +$476K 0.06% 274

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

Sheets Smith Wealth Management's ESE Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of ESCO Technologies (ESE) in Q4 2025, closing a stake of 2,786 shares — an estimated $588K sold.

Sheets Smith Wealth Management first reported a position in ESE in Q2 2025 and held it in 2 quarters. The position peaked at $588K in Q3 2025. 392 funds tracked by Wall St. Rank hold ESE as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining ESCO Technologies position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,786 ESCO Technologies shares in Q4 2025, an estimated $588K.
  • Sheets Smith Wealth Management first reported a position in ESCO Technologies in Q2 2025 and held it in 2 quarters.
  • Sheets Smith Wealth Management's ESCO Technologies position peaked at $588K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.