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Valmark Advisers’s ESCO Technologies ESE Stock Holding History

Valmark Advisers’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 		– Sell
-6,404
Closed -$1.23M – 659
2025
Q2 		$1.23M Sell
6,404
-2
-0% -$342 0.02% 303
2025
Q1 		$1.02M Sell
6,406
-373
-6% -$55.9K 0.02% 307
2024
Q4 		$903K Buy
6,779
+123
+2% +$16.7K 0.01% 325
2024
Q3 		$858K Sell
6,656
-81
-1% -$9.55K 0.01% 329
2024
Q2 		$708K Sell
6,737
-440
-6% -$46.4K 0.01% 338
2024
Q1 		$768K Buy
+7,177
New +$736K 0.01% 310

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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 $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers's ESE Position: Q3 2025 in Review

Valmark Advisers sold out of ESCO Technologies (ESE) in Q3 2025, closing a stake of 6,404 shares — an estimated $1.23M sold.

Valmark Advisers first reported a position in ESE in Q1 2024 and held it in 6 quarters. The position peaked at $1.23M in Q2 2025. 366 funds tracked by Wall St. Rank hold ESE as of Q3 2025.

  • Valmark Advisers reported no remaining ESCO Technologies position as of Q3 2025 after selling out during the quarter.
  • Valmark Advisers sold 6,404 ESCO Technologies shares in Q3 2025, an estimated $1.23M.
  • Valmark Advisers first reported a position in ESCO Technologies in Q1 2024 and held it in 6 quarters.
  • Valmark Advisers's ESCO Technologies position peaked at $1.23M in Q2 2025.
  • 366 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.