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EP Wealth Advisors’s Best Buy BBY Stock Holding History

EP Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Buy
23,015
+6,720
+41% +$446K 0.01% 610
2026
Q1 		$1.05M Sell
16,295
-3,763
-19% -$247K 0.01% 632
2025
Q4 		$1.34M Buy
+20,058
New +$1.53M 0.01% 534
2025
Q2 		$1.04M Sell
15,494
-1,138
-7% -$77.3K 0.01% 558
2025
Q1 		$1.22M Buy
16,632
+369
+2% +$30.4K 0.01% 462
2024
Q4 		$1.4M Sell
16,263
-92
-0.6% -$8.4K 0.01% 421
2024
Q3 		$1.69M Buy
+16,355
New +$1.47M 0.01% 388

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

EP Wealth Advisors increased its Best Buy (BBY) stake by 41% in Q2 2026, buying an estimated $446K and bringing the position to 23,015 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #610.

EP Wealth Advisors first reported a position in BBY in Q3 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • EP Wealth Advisors held 23,015 shares of Best Buy worth $1.75M as of Q2 2026.
  • EP Wealth Advisors bought 6,720 Best Buy shares in Q2 2026, an estimated $446K.
  • Best Buy made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #610 holding.
  • EP Wealth Advisors first reported a position in Best Buy in Q3 2024 and has held it in 7 quarters since.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

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