EWA
AMWD

EP Wealth Advisors’s American Woodmark AMWD Stock Holding History

EP Wealth Advisors’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$204K Sell
3,825
-232
-6% -$13.1K ﹤0.01% 1245
2025
Q1 		$239K Buy
4,057
+943
+30% +$66.7K ﹤0.01% 1040
2024
Q4 		$248K Buy
3,114
+444
+17% +$40.6K ﹤0.01% 959
2024
Q3 		$250K Buy
+2,670
New +$240K ﹤0.01% 939

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EP Wealth Advisors's AMWD Position: Q2 2025 in Review

EP Wealth Advisors reduced its American Woodmark (AMWD) stake by 5.7% in Q2 2025, selling an estimated $13.1K and leaving 3,825 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

EP Wealth Advisors first reported a position in AMWD in Q3 2024 and has held it in 4 quarters since. The position peaked at $250K in Q3 2024. 200 funds tracked by Wall St. Rank hold AMWD as of Q2 2025.

  • EP Wealth Advisors held 3,825 shares of American Woodmark worth $204K as of Q2 2025.
  • EP Wealth Advisors sold 232 American Woodmark shares in Q2 2025, an estimated $13.1K.
  • American Woodmark made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1245 holding.
  • EP Wealth Advisors first reported a position in American Woodmark in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's American Woodmark position peaked at $250K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held American Woodmark as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.