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EP Wealth Advisors’s Emergent Biosolutions EBS Stock Holding History

EP Wealth Advisors’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,249
Closed -$74.1K – 1434
2025
Q1 		$74.1K Buy
15,249
+3,790
+33% +$31.4K ﹤0.01% 1264
2024
Q4 		$110K Buy
+11,459
New +$105K ﹤0.01% 1192

Other funds holding EBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EP Wealth Advisors's EBS Position: Q2 2025 in Review

EP Wealth Advisors sold out of Emergent Biosolutions (EBS) in Q2 2025, closing a stake of 15,249 shares — an estimated $74.1K sold.

EP Wealth Advisors first reported a position in EBS in Q4 2024 and held it in 2 quarters. The position peaked at $110K in Q4 2024. 161 funds tracked by Wall St. Rank hold EBS as of Q2 2025.

  • EP Wealth Advisors reported no remaining Emergent Biosolutions position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 15,249 Emergent Biosolutions shares in Q2 2025, an estimated $74.1K.
  • EP Wealth Advisors first reported a position in Emergent Biosolutions in Q4 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Emergent Biosolutions position peaked at $110K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.