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EP Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History

EP Wealth Advisors’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5K Sell
11,304
-2,010
-15% -$4.41K ﹤0.01% 1707
2026
Q1 		$32.5K Sell
13,314
-940
-7% -$1.88K ﹤0.01% 1486
2025
Q4 		$19.5K Buy
+14,254
New +$18.8K ﹤0.01% 1473
2025
Q2 		$15.5K Sell
13,685
-500
-4% -$664 ﹤0.01% 1417
2025
Q1 		$20.7K Sell
14,185
-9,051
-39% -$17.1K ﹤0.01% 1276
2024
Q4 		$49.5K Sell
23,236
-1,239
-5% -$3.06K ﹤0.01% 1226
2024
Q3 		$68.5K Buy
24,475
+13,625
+126% +$36.3K ﹤0.01% 1155
2024
Q2 		$25.3K Hold
10,850
– – ﹤0.01% 846
2024
Q1 		$48.5K Hold
10,850
– – ﹤0.01% 818
2023
Q4 		$34.8K Hold
10,850
– – ﹤0.01% 805
2023
Q3 		$34.4K Buy
+10,850
New +$47.5K ﹤0.01% 743
2020
Q2 		– Hold
0
– – – 354

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

EP Wealth Advisors reduced its Allogene Therapeutics (ALLO) stake by 15% in Q2 2026, selling an estimated $4.41K and leaving 11,304 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

EP Wealth Advisors first reported a position in ALLO in Q3 2023 and has held it in 11 quarters since. The position peaked at $68.5K in Q3 2024. 210 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • EP Wealth Advisors held 11,304 shares of Allogene Therapeutics worth $23.5K as of Q2 2026.
  • EP Wealth Advisors sold 2,010 Allogene Therapeutics shares in Q2 2026, an estimated $4.41K.
  • Allogene Therapeutics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1707 holding.
  • EP Wealth Advisors first reported a position in Allogene Therapeutics in Q3 2023 and has held it in 11 quarters since.
  • EP Wealth Advisors's Allogene Therapeutics position peaked at $68.5K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

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