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EP Wealth Advisors’s Etsy ETSY Stock Holding History

EP Wealth Advisors’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$710K Buy
9,431
+2,293
+32% +$148K ﹤0.01% 880
2026
Q1 		$357K Buy
7,138
+2,246
+46% +$123K ﹤0.01% 1068
2025
Q4 		$271K Buy
+4,892
New +$299K ﹤0.01% 1194
2025
Q2 		$278K Sell
5,533
-333
-6% -$16.6K ﹤0.01% 1067
2025
Q1 		$277K Buy
+5,866
New +$300K ﹤0.01% 955

Other funds holding ETSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

EP Wealth Advisors increased its Etsy (ETSY) stake by 32% in Q2 2026, buying an estimated $148K and bringing the position to 9,431 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

EP Wealth Advisors first reported a position in ETSY in Q1 2025 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold ETSY as of Q2 2026.

  • EP Wealth Advisors held 9,431 shares of Etsy worth $710K as of Q2 2026.
  • EP Wealth Advisors bought 2,293 Etsy shares in Q2 2026, an estimated $148K.
  • Etsy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #880 holding.
  • EP Wealth Advisors first reported a position in Etsy in Q1 2025 and has held it in 5 quarters since.
  • 554 funds tracked by Wall St. Rank held Etsy as of Q2 2026.

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