EWA
DMC

EP Wealth Advisors’s Del Monte Corp DMC Stock Holding History

EP Wealth Advisors’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,029
Closed -$283K – 1772
2026
Q1 		$283K Sell
7,029
-146
-2% -$5.82K ﹤0.01% 1203
2025
Q4 		$256K Buy
+7,175
New +$256K ﹤0.01% 1226
2025
Q2 		$237K Sell
7,302
-813
-10% -$26.8K ﹤0.01% 1160
2025
Q1 		$250K Buy
+8,115
New +$249K ﹤0.01% 1016

Other funds holding DMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

EP Wealth Advisors sold out of Del Monte Corp (DMC) in Q2 2026, closing a stake of 7,029 shares — an estimated $283K sold.

EP Wealth Advisors first reported a position in DMC in Q1 2025 and held it in 4 quarters. The position peaked at $283K in Q1 2026. 210 funds tracked by Wall St. Rank hold DMC as of Q2 2026.

  • EP Wealth Advisors reported no remaining Del Monte Corp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 7,029 Del Monte Corp shares in Q2 2026, an estimated $283K.
  • EP Wealth Advisors first reported a position in Del Monte Corp in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Del Monte Corp position peaked at $283K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Del Monte Corp as of Q2 2026.

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