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EP Wealth Advisors’s Cirrus Logic CRUS Stock Holding History

EP Wealth Advisors’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
6,896
+486
+8% +$79.5K ﹤0.01% 741
2026
Q1 		$927K Buy
6,410
+143
+2% +$19.2K ﹤0.01% 659
2025
Q4 		$743K Buy
+6,267
New +$771K ﹤0.01% 712
2025
Q2 		$598K Buy
5,739
+95
+2% +$9.31K ﹤0.01% 719
2025
Q1 		$562K Buy
5,644
+2,312
+69% +$238K ﹤0.01% 663
2024
Q4 		$332K Buy
3,332
+1,378
+71% +$151K ﹤0.01% 830
2024
Q3 		$243K Buy
+1,954
New +$259K ﹤0.01% 951

Other funds holding CRUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EP Wealth Advisors increased its Cirrus Logic (CRUS) stake by 7.6% in Q2 2026, buying an estimated $79.5K and bringing the position to 6,896 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #741.

EP Wealth Advisors first reported a position in CRUS in Q3 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold CRUS as of Q2 2026.

  • EP Wealth Advisors held 6,896 shares of Cirrus Logic worth $1.02M as of Q2 2026.
  • EP Wealth Advisors bought 486 Cirrus Logic shares in Q2 2026, an estimated $79.5K.
  • Cirrus Logic made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #741 holding.
  • EP Wealth Advisors first reported a position in Cirrus Logic in Q3 2024 and has held it in 7 quarters since.
  • 579 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2026.

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