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EP Wealth Advisors’s Credit Acceptance CACC Stock Holding History

EP Wealth Advisors’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-421
Closed -$217K – 1428
2025
Q1 		$217K Buy
+421
New +$208K ﹤0.01% 1095
2024
Q3 		– Sell
-400
Closed -$206K – 1186
2024
Q2 		$206K Hold
400
– – ﹤0.01% 753
2024
Q1 		$221K Hold
400
– – ﹤0.01% 709
2023
Q4 		$213K Sell
400
-78
-16% -$35.1K ﹤0.01% 700
2023
Q3 		$220K Hold
478
– – ﹤0.01% 641
2023
Q2 		$243K Sell
478
-89
-16% -$41.6K ﹤0.01% 608
2023
Q1 		$398K Buy
567
+87
+18% +$38.3K 0.01% 438
2022
Q4 		$228K Buy
+480
New +$220K ﹤0.01% 521
2022
Q2 		– Sell
-400
Closed -$220K – 646
2022
Q1 		$220K Sell
400
-200
-33% -$109K ﹤0.01% 552
2021
Q4 		$413K Hold
600
– – 0.01% 394
2021
Q3 		$351K Hold
600
– – 0.01% 403
2021
Q2 		$272K Hold
600
– – 0.01% 460
2021
Q1 		$216K Hold
600
– – 0.01% 463
2020
Q4 		$208K Hold
600
– – 0.01% 406
2020
Q3 		$203K Buy
+600
New +$252K 0.01% 344
2020
Q2 		– Hold
0
– – – 333
2020
Q1 		– Sell
-600
Closed -$265K – 372
2019
Q4 		$265K Hold
600
– – 0.01% 353
2019
Q3 		$277K Hold
600
– – 0.01% 289
2019
Q2 		$290K Hold
600
– – 0.02% 243
2019
Q1 		$271K Hold
600
– – 0.03% 211
2018
Q4 		$229K Hold
600
– – 0.02% 231
2018
Q3 		$263K Hold
600
– – 0.02% 234
2018
Q2 		$212K Buy
+600
New +$206K 0.02% 179

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EP Wealth Advisors sold out of Credit Acceptance (CACC) in Q2 2025, closing a stake of 421 shares — an estimated $217K sold.

EP Wealth Advisors first reported a position in CACC in Q2 2018 and held it in 22 quarters. The position peaked at $413K in Q4 2021. 272 funds tracked by Wall St. Rank hold CACC as of Q2 2025.

  • EP Wealth Advisors reported no remaining Credit Acceptance position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 421 Credit Acceptance shares in Q2 2025, an estimated $217K.
  • EP Wealth Advisors first reported a position in Credit Acceptance in Q2 2018 and held it in 22 quarters.
  • EP Wealth Advisors's Credit Acceptance position peaked at $413K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2025.

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