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EP Wealth Advisors’s Definitive Healthcare DH Stock Holding History

EP Wealth Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.1K Buy
30,152
+4,970
+20% +$4.55K ﹤0.01% 1705
2026
Q1 		$31K Buy
+25,182
New +$43.8K ﹤0.01% 1487

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

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

EP Wealth Advisors increased its Definitive Healthcare (DH) stake by 20% in Q2 2026, buying an estimated $4.55K and bringing the position to 30,152 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

EP Wealth Advisors first reported a position in DH in Q1 2026 and has held it in 2 quarters since. The position peaked at $31K in Q1 2026. 100 funds tracked by Wall St. Rank hold DH as of Q2 2026.

  • EP Wealth Advisors held 30,152 shares of Definitive Healthcare worth $25.1K as of Q2 2026.
  • EP Wealth Advisors bought 4,970 Definitive Healthcare shares in Q2 2026, an estimated $4.55K.
  • Definitive Healthcare made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1705 holding.
  • EP Wealth Advisors first reported a position in Definitive Healthcare in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's Definitive Healthcare position peaked at $31K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2026.

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