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EP Wealth Advisors’s Coursera COUR Stock Holding History

EP Wealth Advisors’s Portfolio COUR Stock Details COUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-37,280
Closed -$217K – 1750
2026
Q1 		$217K Buy
37,280
+4,634
+14% +$28.9K ﹤0.01% 1368
2025
Q4 		$240K Buy
+32,646
New +$284K ﹤0.01% 1264
2025
Q2 		$285K Sell
32,494
-750
-2% -$6.14K ﹤0.01% 1051
2025
Q1 		$221K Buy
+33,244
New +$264K ﹤0.01% 1089

Other funds holding COUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return

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

EP Wealth Advisors sold out of Coursera (COUR) in Q2 2026, closing a stake of 37,280 shares — an estimated $217K sold.

EP Wealth Advisors first reported a position in COUR in Q1 2025 and held it in 4 quarters. The position peaked at $285K in Q2 2025. 250 funds tracked by Wall St. Rank hold COUR as of Q2 2026.

  • EP Wealth Advisors reported no remaining Coursera position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 37,280 Coursera shares in Q2 2026, an estimated $217K.
  • EP Wealth Advisors first reported a position in Coursera in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Coursera position peaked at $285K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held Coursera as of Q2 2026.

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