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EP Wealth Advisors’s Ecovyst ECVT Stock Holding History

EP Wealth Advisors’s Portfolio ECVT Stock Details ECVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39,670
Closed -$510K – 1765
2026
Q1 		$510K Sell
39,670
-1,199
-3% -$13.5K ﹤0.01% 885
2025
Q4 		$398K Buy
+40,869
New +$357K ﹤0.01% 982
2025
Q2 		$332K Buy
40,319
+720
+2% +$5.05K ﹤0.01% 962
2025
Q1 		$246K Buy
39,599
+9,032
+30% +$66.9K ﹤0.01% 1023
2024
Q4 		$234K Buy
30,567
+4,743
+18% +$35K ﹤0.01% 991
2024
Q3 		$177K Buy
+25,824
New +$197K ﹤0.01% 1073

Other funds holding ECVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors sold out of Ecovyst (ECVT) in Q2 2026, closing a stake of 39,670 shares — an estimated $510K sold.

EP Wealth Advisors first reported a position in ECVT in Q3 2024 and held it in 6 quarters. The position peaked at $510K in Q1 2026. 209 funds tracked by Wall St. Rank hold ECVT as of Q2 2026.

  • EP Wealth Advisors reported no remaining Ecovyst position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 39,670 Ecovyst shares in Q2 2026, an estimated $510K.
  • EP Wealth Advisors first reported a position in Ecovyst in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Ecovyst position peaked at $510K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Ecovyst as of Q2 2026.

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