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Stonegate Investment Group’s ESCO Technologies ESE Stock Holding History

Stonegate Investment Group’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 		$271K Hold
1,283
– – 0.01% 335
2025
Q2 		$246K Sell
1,283
-151
-11% -$25.8K 0.01% 341
2025
Q1 		$228K Sell
1,434
-309
-18% -$46.3K 0.01% 313
2024
Q4 		$232K Buy
1,743
+135
+8% +$18.3K 0.01% 311
2024
Q3 		$207K Buy
+1,608
New +$190K 0.01% 341

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 $4.6B AUM 16.08% 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

Stonegate Investment Group's ESE Position: Q3 2025 in Review

Stonegate Investment Group held its ESCO Technologies (ESE) position steady in Q3 2025 at 1,283 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #335.

Stonegate Investment Group first reported a position in ESE in Q3 2024 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold ESE as of Q3 2025.

  • Stonegate Investment Group held 1,283 shares of ESCO Technologies worth $271K as of Q3 2025.
  • Stonegate Investment Group left its ESCO Technologies share count unchanged in Q3 2025.
  • ESCO Technologies made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #335 holding.
  • Stonegate Investment Group first reported a position in ESCO Technologies in Q3 2024 and has held it in 5 quarters since.
  • 366 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.