UBS AM
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UBS AM’s ESCO Technologies ESE Stock Holding History

UBS AM’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 		$23.4M Buy
66,990
+1,275
+2% +$399K ﹤0.01% 867
2026
Q1 		$18.5M Buy
65,715
+1,792
+3% +$452K ﹤0.01% 914
2025
Q4 		$12.5M Buy
63,923
+2,401
+4% +$506K ﹤0.01% 1036
2025
Q3 		$13M Sell
61,522
-45,461
-42% -$8.99M ﹤0.01% 986
2025
Q2 		$20.5M Buy
106,983
+24,483
+30% +$4.18M ﹤0.01% 1040
2025
Q1 		$13.1M Buy
82,500
+13,648
+20% +$2.05M ﹤0.01% 1117
2024
Q4 		$9.17M Buy
68,852
+7,874
+13% +$1.07M ﹤0.01% 1291
2024
Q3 		$7.86M Buy
60,978
+821
+1% +$96.8K ﹤0.01% 1337
2024
Q2 		$6.32M Buy
60,157
+39,925
+197% +$4.21M ﹤0.01% 1366
2024
Q1 		$2.17M Hold
20,232
– – ﹤0.01% 1656
2023
Q4 		$2.37M Hold
20,232
– – ﹤0.01% 1606
2023
Q3 		$2.11M Sell
20,232
-5,225
-21% -$537K ﹤0.01% 1597
2023
Q2 		$2.43M Hold
25,457
– – ﹤0.01% 1560
2023
Q1 		$2.43M Buy
25,457
+6,186
+32% +$574K ﹤0.01% 1560
2022
Q4 		$1.69M Hold
19,271
– – ﹤0.01% 1603
2022
Q3 		$1.42M Sell
19,271
-2,073
-10% -$161K ﹤0.01% 1774
2022
Q2 		$1.46M Sell
21,344
-3,213
-13% -$210K ﹤0.01% 1763
2022
Q1 		$1.72M Hold
24,557
– – ﹤0.01% 1871
2021
Q4 		$2.21M Sell
24,557
-387
-2% -$33.5K ﹤0.01% 1821
2021
Q3 		$1.92M Buy
24,944
+1,576
+7% +$139K ﹤0.01% 1860
2021
Q2 		$2.19M Buy
23,368
+408
+2% +$41.1K ﹤0.01% 1801
2021
Q1 		$2.5M Buy
22,960
+1,274
+6% +$135K ﹤0.01% 1662
2020
Q4 		$2.24M Sell
21,686
-897
-4% -$84.5K ﹤0.01% 1635
2020
Q3 		$1.82M Sell
22,583
-3,631
-14% -$313K ﹤0.01% 1584
2020
Q2 		$2.22M Sell
26,214
-1,985
-7% -$157K ﹤0.01% 1479
2020
Q1 		$2.14M Sell
28,199
-2,297
-8% -$210K ﹤0.01% 1377
2019
Q4 		$2.82M Buy
30,496
+3,056
+11% +$261K ﹤0.01% 1450
2019
Q3 		$2.18M Buy
27,440
+5,682
+26% +$452K ﹤0.01% 1580
2019
Q2 		$1.8M Buy
21,758
+1,884
+9% +$138K ﹤0.01% 1648
2019
Q1 		$1.33M Buy
19,874
+1,867
+10% +$125K ﹤0.01% 1701
2018
Q4 		$1.19M Buy
18,007
+469
+3% +$30.5K ﹤0.01% 1680
2018
Q3 		$1.19M Hold
17,538
– – ﹤0.01% 1740
2018
Q2 		$1.01M Sell
17,538
-792
-4% -$45.5K ﹤0.01% 1810
2018
Q1 		$1.07M Buy
18,330
+3,000
+20% +$184K ﹤0.01% 1755
2017
Q4 		$924K Buy
15,330
+1,852
+14% +$113K ﹤0.01% 1783
2017
Q3 		$808K Buy
13,478
+632
+5% +$36.5K ﹤0.01% 1799
2017
Q2 		$766K Buy
12,846
+3,405
+36% +$198K ﹤0.01% 1758
2017
Q1 		$549K Buy
9,441
+5,367
+132% +$301K ﹤0.01% 1838
2016
Q4 		$231K Sell
4,074
-7,000
-63% -$358K ﹤0.01% 2053
2016
Q3 		$514K Hold
11,074
– – ﹤0.01% 1971
2016
Q2 		$442K Hold
11,074
– – ﹤0.01% 2020
2016
Q1 		$432K Sell
11,074
-1,300
-11% -$46K ﹤0.01% 2000
2015
Q4 		$447K Buy
12,374
+500
+4% +$18.8K ﹤0.01% 2113
2015
Q3 		$426K Buy
11,874
+674
+6% +$24.8K ﹤0.01% 2102
2015
Q2 		$419K Hold
11,200
– – ﹤0.01% 2150
2015
Q1 		$437K Buy
11,200
+500
+5% +$18.7K ﹤0.01% 2049
2014
Q4 		$395K Buy
10,700
+1,200
+13% +$43K ﹤0.01% 2063
2014
Q3 		$330K Hold
9,500
– – ﹤0.01% 2098
2014
Q2 		$329K Hold
9,500
– – ﹤0.01% 2125
2014
Q1 		$334K Hold
9,500
– – ﹤0.01% 2110
2013
Q4 		$325K Buy
9,500
+600
+7% +$20.7K ﹤0.01% 2082
2013
Q3 		$296K Sell
8,900
-199,217
-96% -$6.57M ﹤0.01% 2088
2013
Q2 		$6.74M Buy
+208,117
New +$7.18M 0.01% 879

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 $3.37T AUM 44.26% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

UBS AM's ESE Position: Q2 2026 in Review

UBS AM increased its ESCO Technologies (ESE) stake by 1.9% in Q2 2026, buying an estimated $399K and bringing the position to 66,990 shares worth $23.4M. The position accounts for ﹤0.01% of the portfolio, ranked #867.

UBS AM first reported a position in ESE in Q2 2013 and has held it in 53 quarters since. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • UBS AM held 66,990 shares of ESCO Technologies worth $23.4M as of Q2 2026.
  • UBS AM bought 1,275 ESCO Technologies shares in Q2 2026, an estimated $399K.
  • ESCO Technologies made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #867 holding.
  • UBS AM first reported a position in ESCO Technologies in Q2 2013 and has held it in 53 quarters since.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.