EP Wealth Advisors
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EP Wealth Advisors’s Dauch Corp DCH Stock Holding History

EP Wealth Advisors’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,767
Closed -$105K – 1727
2026
Q1 		$105K Sell
17,767
-3,376
-16% -$23.5K ﹤0.01% 1459
2025
Q4 		$136K Buy
+21,143
New +$131K ﹤0.01% 1429
2025
Q2 		$92.2K Buy
22,596
+1,126
+5% +$4.54K ﹤0.01% 1393
2025
Q1 		$87.4K Buy
+21,470
New +$110K ﹤0.01% 1259

Other funds holding DCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

EP Wealth Advisors sold out of Dauch Corp (DCH) in Q2 2026, closing a stake of 17,767 shares — an estimated $105K sold.

EP Wealth Advisors first reported a position in DCH in Q1 2025 and held it in 4 quarters. The position peaked at $136K in Q4 2025. 308 funds tracked by Wall St. Rank hold DCH as of Q2 2026.

  • EP Wealth Advisors reported no remaining Dauch Corp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 17,767 Dauch Corp shares in Q2 2026, an estimated $105K.
  • EP Wealth Advisors first reported a position in Dauch Corp in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Dauch Corp position peaked at $136K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Dauch Corp as of Q2 2026.

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