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EP Wealth Advisors’s Bioventus BVS Stock Holding History

EP Wealth Advisors’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,022
Closed -$165K – 1739
2026
Q1 		$165K Sell
18,022
-171
-0.9% -$1.43K ﹤0.01% 1426
2025
Q4 		$135K Buy
+18,193
New +$131K ﹤0.01% 1432
2025
Q2 		$114K Sell
17,154
-336
-2% -$2.38K ﹤0.01% 1361
2025
Q1 		$160K Buy
17,490
+3,394
+24% +$33.9K ﹤0.01% 1179
2024
Q4 		$148K Buy
14,096
+2,047
+17% +$24.2K ﹤0.01% 1148
2024
Q3 		$144K Buy
+12,049
New +$104K ﹤0.01% 1104

Other funds holding BVS

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EP Wealth Advisors sold out of Bioventus (BVS) in Q2 2026, closing a stake of 18,022 shares — an estimated $165K sold.

EP Wealth Advisors first reported a position in BVS in Q3 2024 and held it in 6 quarters. The position peaked at $165K in Q1 2026. 157 funds tracked by Wall St. Rank hold BVS as of Q2 2026.

  • EP Wealth Advisors reported no remaining Bioventus position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 18,022 Bioventus shares in Q2 2026, an estimated $165K.
  • EP Wealth Advisors first reported a position in Bioventus in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Bioventus position peaked at $165K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Bioventus as of Q2 2026.

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