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EP Wealth Advisors’s Diodes DIOD Stock Holding History

EP Wealth Advisors’s Portfolio DIOD Stock Details DIOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403K Buy
3,682
+702
+24% +$71.2K ﹤0.01% 1132
2026
Q1 		$203K Buy
+2,980
New +$188K ﹤0.01% 1403
2024
Q4 		– Sell
-4,062
Closed -$260K – 1259
2024
Q3 		$260K Buy
+4,062
New +$281K ﹤0.01% 919

Other funds holding DIOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

EP Wealth Advisors increased its Diodes (DIOD) stake by 24% in Q2 2026, buying an estimated $71.2K and bringing the position to 3,682 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

EP Wealth Advisors first reported a position in DIOD in Q3 2024 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold DIOD as of Q2 2026.

  • EP Wealth Advisors held 3,682 shares of Diodes worth $403K as of Q2 2026.
  • EP Wealth Advisors bought 702 Diodes shares in Q2 2026, an estimated $71.2K.
  • Diodes made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1132 holding.
  • EP Wealth Advisors first reported a position in Diodes in Q3 2024 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held Diodes as of Q2 2026.

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