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

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Vanguard Group
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return