Wedmont Private Capital ESE ESCO TECHNOLOGIES INC

Ownership history in Wedmont Private Capital  ·  3 quarters on record

AI Ownership Summary

Wedmont Private Capital reported ESCO TECHNOLOGIES INC (ESE) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows ESE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital's position in ESCO TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wedmont Private Capital held ESE — position size vs. price
% of Fund (quarterly)    ESE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,076 +3 +0.3% 0.01% $332K 2026-04-09 $309.80
2025 Q4 REDUCED 1,073 -27 -2.5% 0.01% $222K 2026-01-08 $209.05
2025 Q3 INITIATED 1,100 0.01% $230K 2025-10-08 $209.54

FAQ About Wedmont Private Capital and ESE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wedmont Private Capital reported owning ESE?

Wedmont Private Capital reported ESE across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ESE position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for ESE was 0.01% in 2026 Q1.

What is the latest reported ESE position on this page?

The most recent filing on this page is 2026 Q1, when Wedmont Private Capital reported 1,076 shares, equal to 0.01% of portfolio, with an estimated market value of $332K.

What does the chart on this ESE ownership page compare?

The chart compares Wedmont Private Capital's quarterly ESE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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