Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s ESCO Technologies ESE Stock Holding History

Steward Partners Investment Advisory’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 		$74.2K Sell
212
-143
-40% -$44.7K ﹤0.01% 2751
2026
Q1 		$99.9K Hold
355
– – ﹤0.01% 2373
2025
Q4 		$69.4K Sell
355
-14
-4% -$2.95K ﹤0.01% 2499
2025
Q3 		$77.9K Sell
369
-304
-45% -$60.1K ﹤0.01% 2382
2025
Q2 		$129K Sell
673
-151
-18% -$25.8K ﹤0.01% 1964
2025
Q1 		$131K Buy
824
+49
+6% +$7.34K ﹤0.01% 1858
2024
Q4 		$103K Buy
775
+575
+288% +$78.1K ﹤0.01% 1964
2024
Q3 		$25.8K Hold
200
– – ﹤0.01% 2551
2024
Q2 		$21K Hold
200
– – ﹤0.01% 2517
2024
Q1 		$21.4K Sell
200
-6
-3% -$615 ﹤0.01% 2499
2023
Q4 		$24.1K Buy
206
+6
+3% +$631 ﹤0.01% 2318
2023
Q3 		$20.9K Hold
200
– – ﹤0.01% 2287
2023
Q2 		$20.7K Hold
200
– – ﹤0.01% 2269
2023
Q1 		$19.1K Hold
200
– – ﹤0.01% 2262
2022
Q4 		$17.5K Hold
200
– – ﹤0.01% 2302
2022
Q3 		$15K Buy
200
+100
+100% +$7.76K ﹤0.01% 2340
2022
Q2 		$7K Hold
100
– – ﹤0.01% 2631
2022
Q1 		$7K Buy
+100
New +$7.63K ﹤0.01% 2767

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 $3.38T AUM 44.17% 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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Steward Partners Investment Advisory's ESE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its ESCO Technologies (ESE) stake by 40% in Q2 2026, selling an estimated $44.7K and leaving 212 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Steward Partners Investment Advisory first reported a position in ESE in Q1 2022 and has held it in 18 quarters since. The position peaked at $131K in Q1 2025. 448 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Steward Partners Investment Advisory held 212 shares of ESCO Technologies worth $74.2K as of Q2 2026.
  • Steward Partners Investment Advisory sold 143 ESCO Technologies shares in Q2 2026, an estimated $44.7K.
  • ESCO Technologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2751 holding.
  • Steward Partners Investment Advisory first reported a position in ESCO Technologies in Q1 2022 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's ESCO Technologies position peaked at $131K in Q1 2025.
  • 448 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.