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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Steward Partners Investment Advisory's ESE Position: Q1 2026 in Review

Steward Partners Investment Advisory held its ESCO Technologies (ESE) position steady in Q1 2026 at 355 shares worth $99.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Steward Partners Investment Advisory first reported a position in ESE in Q1 2022 and has held it in 17 quarters since. The position peaked at $131K in Q1 2025. 432 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

Steward Partners Investment Advisory held 355 shares of ESCO Technologies worth $99.9K as of Q1 2026.
Steward Partners Investment Advisory left its ESCO Technologies share count unchanged in Q1 2026.
ESCO Technologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2373 holding.
Steward Partners Investment Advisory first reported a position in ESCO Technologies in Q1 2022 and has held it in 17 quarters since.
Steward Partners Investment Advisory's ESCO Technologies position peaked at $131K in Q1 2025.
432 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.