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EP Wealth Advisors’s Adaptive Biotechnologies ADPT Stock Holding History

EP Wealth Advisors’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67M Buy
+124,451
New +$1.91M 0.01% 510

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's ADPT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Adaptive Biotechnologies (ADPT) in Q2 2026: 124,451 shares worth $2.67M. The stake represents 0.01% of the portfolio and ranks #510 among its holdings.

300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • EP Wealth Advisors held 124,451 shares of Adaptive Biotechnologies worth $2.67M as of Q2 2026.
  • Adaptive Biotechnologies was a new EP Wealth Advisors position in Q2 2026.
  • Adaptive Biotechnologies made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #510 holding.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.