EWA
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EP Wealth Advisors’s Catalyst Pharmaceutical CPRX Stock Holding History

EP Wealth Advisors’s Portfolio CPRX Stock Details CPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$657K Sell
26,522
-450
-2% -$10.7K ﹤0.01% 791
2025
Q4 		$630K Buy
+26,972
New +$601K ﹤0.01% 772
2025
Q2 		$262K Buy
12,063
+28
+0.2% +$661 ﹤0.01% 1100
2025
Q1 		$292K Buy
12,035
+1,504
+14% +$33.9K ﹤0.01% 921
2024
Q4 		$220K Buy
+10,531
New +$226K ﹤0.01% 1026

Other funds holding CPRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM