EP Wealth Advisors’s Bullish BLSH Stock Holding History

EP Wealth Advisors’s Portfolio BLSH Stock Details BLSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,500	Closed	-$322K	–	1619
2025 Q4	$322K	Buy	+8,500	New	+$414K	﹤0.01%	1096

Other funds holding BLSH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

EP Wealth Advisors's BLSH Position: Q1 2026 in Review

EP Wealth Advisors sold out of Bullish (BLSH) in Q1 2026, closing a stake of 8,500 shares — an estimated $322K sold.

EP Wealth Advisors first reported a position in BLSH in Q4 2025 and held it in 1 quarter. The position peaked at $322K in Q4 2025. 201 funds tracked by Wall St. Rank hold BLSH as of Q1 2026.

EP Wealth Advisors reported no remaining Bullish position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 8,500 Bullish shares in Q1 2026, an estimated $322K.
EP Wealth Advisors first reported a position in Bullish in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's Bullish position peaked at $322K in Q4 2025.
201 funds tracked by Wall St. Rank held Bullish as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.