EP Wealth Advisors’s Ceco Environmental CECO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$386K	Buy	+4,251	New	+$336K	﹤0.01%	1156

Other funds holding CECO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Ceco Environmental (CECO) in Q2 2026: 4,251 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings.

342 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

EP Wealth Advisors held 4,251 shares of Ceco Environmental worth $386K as of Q2 2026.
Ceco Environmental was a new EP Wealth Advisors position in Q2 2026.
Ceco Environmental made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1156 holding.
342 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

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