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EP Wealth Advisors’s Fox Class A FOXA Stock Holding History

EP Wealth Advisors’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21,545
Closed -$1.26M – 1781
2026
Q1 		$1.26M Buy
21,545
+16,455
+323% +$1.05M 0.01% 572
2025
Q4 		$372K Buy
+5,090
New +$333K ﹤0.01% 1017
2025
Q2 		$209K Buy
+3,730
New +$197K ﹤0.01% 1230

Other funds holding FOXA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

EP Wealth Advisors sold out of Fox Class A (FOXA) in Q2 2026, closing a stake of 21,545 shares — an estimated $1.26M sold.

EP Wealth Advisors first reported a position in FOXA in Q2 2025 and held it in 3 quarters. The position peaked at $1.26M in Q1 2026. 743 funds tracked by Wall St. Rank hold FOXA as of Q2 2026.

  • EP Wealth Advisors reported no remaining Fox Class A position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 21,545 Fox Class A shares in Q2 2026, an estimated $1.26M.
  • EP Wealth Advisors first reported a position in Fox Class A in Q2 2025 and held it in 3 quarters.
  • EP Wealth Advisors's Fox Class A position peaked at $1.26M in Q1 2026.
  • 743 funds tracked by Wall St. Rank held Fox Class A as of Q2 2026.

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