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Stephens Consulting’s ESCO Technologies ESE Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-16
Closed -$3.07K – 642
2025
Q2 		$3.07K Buy
16
+11
+220% +$1.88K ﹤0.01% 444
2025
Q1 		$796 Buy
+5
New +$749 ﹤0.01% 752
2024
Q3 		– Sell
-14
Closed -$1.47K – 560
2024
Q2 		$1.47K Buy
+14
New +$1.48K ﹤0.01% 550

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's ESE Position: Q3 2025 in Review

Stephens Consulting sold out of ESCO Technologies (ESE) in Q3 2025, closing a stake of 16 shares — an estimated $3.07K sold.

Stephens Consulting first reported a position in ESE in Q2 2024 and held it in 3 quarters. The position peaked at $3.07K in Q2 2025. 365 funds tracked by Wall St. Rank hold ESE as of Q3 2025.

  • Stephens Consulting reported no remaining ESCO Technologies position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 16 ESCO Technologies shares in Q3 2025, an estimated $3.07K.
  • Stephens Consulting first reported a position in ESCO Technologies in Q2 2024 and held it in 3 quarters.
  • Stephens Consulting's ESCO Technologies position peaked at $3.07K in Q2 2025.
  • 365 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.