ESCO Technologies Inc. (ESE)Wasatch Advisors LP added to its stake +189K shares

478K

Shares reported · +189K vs prior quarter

1.1%

Disclosed portfolio weight

$167M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 13, 2026Federal contract · $620K obligatedDepartment of Defense awarded ESCO TECHNOLOGIES INC: $620K obligated to date
2. May 22, 2026Federal contract · $850K obligatedDepartment of Defense awarded ESCO TECHNOLOGIES INC: $850K obligated to date
3. May 29, 2026Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 1 more item)

What came next

1. Aug 6, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
2. Aug 19, 2026CongressDisclosed purchase of ESE — reported range $1,001 - $15,000
3. Aug 20, 2026CongressDisclosed purchase of ESE — reported range $1,001 - $15,000
4. Aug 24, 2026CongressDisclosed purchase of ESE — reported range $1,001 - $15,000
5. Aug 25, 2026CongressDisclosed sale of ESE — reported range $15,001 - $50,000
6. Sep 25, 2026Federal contract · $519K obligatedDepartment of Energy awarded ESCO TECHNOLOGIES INC: $519K obligated to date
7. Oct 1, 2026Company filing · Form 8-K · Material agreement, Agreement endedCompleted buying or selling a business or assets, and changed a top executive or board member (and 3 more items)“Effective October 1, 2026, the Registrant's Board of Directors, by unanimous written consent pursuant to Section 3.1 of its Bylaws, increased the authorized size of its Board of Directors from eight to nine members and elected Mr. Jeremy P. Abson as a director to fill the vacancy thereby created.”
8. Oct 8, 20265% stakeTBG AG filed an activist stake (13D) of 16.4%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for ESCO Technologies Inc.

For ESCO Technologies Inc., OQRO holds 4 Congress trade reports, 10 fund holdings reports (13F) and 1 federal contract award dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its ESE page.

How this filing works

• SEC Form 13F

Other disclosures at ESCO Technologies Inc.

• SEC Schedule 13DOct 8, 2026
• USAspending.gov award recordSep 25, 2026
• House Clerk periodic transaction reportSep 9, 2026
• House Clerk periodic transaction reportSep 9, 2026
• House Clerk periodic transaction reportSep 9, 2026
• House Clerk periodic transaction reportSep 9, 2026

Everything OQRO holds on this company is on its ESE page.