EP Wealth Advisors’s DraftKings DKNG Stock Holding History

EP Wealth Advisors’s Portfolio DKNG Stock Details DKNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Buy	+8,657	New	+$214K	﹤0.01%	1466
2026 Q1	–	Sell	-9,677	Closed	-$333K	–	1518
2025 Q4	$333K	Buy	+9,677	New	+$318K	﹤0.01%	1077
2025 Q2	$272K	Sell	6,341 -1,120	-15%	-$40.2K	﹤0.01%	1080
2025 Q1	$248K	Sell	7,461 -2,281	-23%	-$93.7K	﹤0.01%	1018
2024 Q4	$362K	Sell	9,742 -479	-5%	-$19K	﹤0.01%	797
2024 Q3	$401K	Buy	10,221 +1,537	+18%	+$55.5K	﹤0.01%	760
2024 Q2	$331K	Buy	8,684 +1,602	+23%	+$66.5K	﹤0.01%	625
2024 Q1	$322K	Sell	7,082 -744	-10%	-$30.3K	﹤0.01%	606
2023 Q4	$276K	Buy	7,826 +720	+10%	+$24.1K	﹤0.01%	638
2023 Q3	$209K	Buy	+7,106	New	+$210K	﹤0.01%	657

Other funds holding DKNG

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in DraftKings (DKNG) in Q2 2026: 8,657 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DKNG as recently as Q4 2025.

EP Wealth Advisors first reported a position in DKNG in Q3 2023 and has held it in 10 quarters since. The position peaked at $401K in Q3 2024. 692 funds tracked by Wall St. Rank hold DKNG as of Q2 2026.

EP Wealth Advisors held 8,657 shares of DraftKings worth $219K as of Q2 2026.
DraftKings was a new EP Wealth Advisors position in Q2 2026.
DraftKings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1466 holding.
EP Wealth Advisors first reported a position in DraftKings in Q3 2023 and has held it in 10 quarters since.
EP Wealth Advisors's DraftKings position peaked at $401K in Q3 2024.
692 funds tracked by Wall St. Rank held DraftKings as of Q2 2026.

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