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Sound Income Strategies’s ESCO Technologies ESE Stock Holding History

Sound Income Strategies’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 		– Sell
-49
Closed -$14.4K – 1038
2026
Q1 		$14.4K Hold
49
– – ﹤0.01% 1337
2025
Q4 		$10.7K Buy
+49
New +$10.3K ﹤0.01% 1427

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VCM
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Sound Income Strategies's ESE Position: Q2 2026 in Review

Sound Income Strategies sold out of ESCO Technologies (ESE) in Q2 2026, closing a stake of 49 shares — an estimated $14.4K sold.

Sound Income Strategies first reported a position in ESE in Q4 2025 and held it in 2 quarters. The position peaked at $14.4K in Q1 2026. 359 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Sound Income Strategies reported no remaining ESCO Technologies position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 49 ESCO Technologies shares in Q2 2026, an estimated $14.4K.
  • Sound Income Strategies first reported a position in ESCO Technologies in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's ESCO Technologies position peaked at $14.4K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.