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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EP Wealth Advisors's DIOD Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Diodes (DIOD) in Q1 2026: 2,980 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DIOD as recently as Q3 2024.

EP Wealth Advisors first reported a position in DIOD in Q3 2024 and has held it in 2 quarters since. The position peaked at $260K in Q3 2024. 335 funds tracked by Wall St. Rank hold DIOD as of Q1 2026.

  • EP Wealth Advisors held 2,980 shares of Diodes worth $203K as of Q1 2026.
  • Diodes was a new EP Wealth Advisors position in Q1 2026.
  • Diodes made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1403 holding.
  • EP Wealth Advisors first reported a position in Diodes in Q3 2024 and has held it in 2 quarters since.
  • EP Wealth Advisors's Diodes position peaked at $260K in Q3 2024.
  • 335 funds tracked by Wall St. Rank held Diodes as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.