Whipplewood Advisors’s ESCO Technologies ESE Stock Holding History

Whipplewood Advisors’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	-13	Closed	-$2.49K	–	587
2025 Q2	$2.49K	Buy	+13	New	+$2.22K	﹤0.01%	833

Other funds holding ESE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whipplewood Advisors's ESE Position: Q3 2025 in Review

Whipplewood Advisors sold out of ESCO Technologies (ESE) in Q3 2025, closing a stake of 13 shares — an estimated $2.49K sold.

Whipplewood Advisors first reported a position in ESE in Q2 2025 and held it in 1 quarter. The position peaked at $2.49K in Q2 2025. 365 funds tracked by Wall St. Rank hold ESE as of Q3 2025.

Whipplewood Advisors reported no remaining ESCO Technologies position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 13 ESCO Technologies shares in Q3 2025, an estimated $2.49K.
Whipplewood Advisors first reported a position in ESCO Technologies in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's ESCO Technologies position peaked at $2.49K in Q2 2025.
365 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.