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Stephens Inc’s ESCO Technologies ESE Stock Holding History

Stephens Inc’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 		$1.28M Sell
4,549
-242
-5% -$61K 0.02% 577
2025
Q4 		$936K Sell
4,791
-79
-2% -$16.7K 0.01% 647
2025
Q3 		$1.03M Sell
4,870
-924
-16% -$183K 0.01% 632
2025
Q2 		$1.11M Sell
5,794
-51
-0.9% -$8.72K 0.02% 595
2025
Q1 		$930K Buy
5,845
+178
+3% +$26.7K 0.01% 633
2024
Q4 		$755K Sell
5,667
-427
-7% -$58K 0.01% 681
2024
Q3 		$786K Buy
+6,094
New +$718K 0.01% 667
2015
Q3 		– Sell
-54,354
Closed -$2.03M – 765
2015
Q2 		$2.03M Sell
54,354
-6,004
-10% -$227K 0.09% 248
2015
Q1 		$2.35M Buy
+60,358
New +$2.26M 0.11% 218

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stephens Inc's ESE Position: Q1 2026 in Review

Stephens Inc reduced its ESCO Technologies (ESE) stake by 5.1% in Q1 2026, selling an estimated $61K and leaving 4,549 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #577.

Stephens Inc first reported a position in ESE in Q1 2015 and has held it in 9 quarters since. The position peaked at $2.35M in Q1 2015. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Stephens Inc held 4,549 shares of ESCO Technologies worth $1.28M as of Q1 2026.
  • Stephens Inc sold 242 ESCO Technologies shares in Q1 2026, an estimated $61K.
  • ESCO Technologies made up 0.02% of Stephens Inc's portfolio in Q1 2026, its #577 holding.
  • Stephens Inc first reported a position in ESCO Technologies in Q1 2015 and has held it in 9 quarters since.
  • Stephens Inc's ESCO Technologies position peaked at $2.35M in Q1 2015.
  • 432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.