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EP Wealth Advisors’s Astronics ATRO Stock Holding History

EP Wealth Advisors’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Buy
+8,600
New +$201K ﹤0.01% 1151
2024
Q4 		– Sell
-12,418
Closed -$202K – 1244
2024
Q3 		$202K Buy
+12,418
New +$211K ﹤0.01% 1042

Other funds holding ATRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Astronics (ATRO) in Q2 2025: 8,600 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in ATRO as recently as Q3 2024.

EP Wealth Advisors first reported a position in ATRO in Q3 2024 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold ATRO as of Q2 2025.

  • EP Wealth Advisors held 8,600 shares of Astronics worth $240K as of Q2 2025.
  • Astronics was a new EP Wealth Advisors position in Q2 2025.
  • Astronics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1151 holding.
  • EP Wealth Advisors first reported a position in Astronics in Q3 2024 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Astronics as of Q2 2025.

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