EP Wealth Advisors’s GoodRx Holdings GDRX Stock Holding History

EP Wealth Advisors’s Portfolio GDRX Stock Details GDRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,799	Closed	-$32.9K	–	1782
2026 Q1	$32.9K	Buy	16,799 +501	+3%	+$1.18K	﹤0.01%	1485
2025 Q4	$44.2K	Buy	+16,298	New	+$53.5K	﹤0.01%	1465
2025 Q2	$76.6K	Sell	15,382 -338	-2%	-$1.47K	﹤0.01%	1398
2025 Q1	$69.3K	Buy	+15,720	New	+$73.8K	﹤0.01%	1265
2024 Q4	–	Sell	-10,547	Closed	-$73.2K	–	1272
2024 Q3	$73.2K	Buy	+10,547	New	+$82.8K	﹤0.01%	1153

Other funds holding GDRX

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PTC

Petrus Trust Company Dallas, Texas $1.06B AUM 4.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

EP Wealth Advisors sold out of GoodRx Holdings (GDRX) in Q2 2026, closing a stake of 16,799 shares — an estimated $32.9K sold.

EP Wealth Advisors first reported a position in GDRX in Q3 2024 and held it in 5 quarters. The position peaked at $76.6K in Q2 2025. 162 funds tracked by Wall St. Rank hold GDRX as of Q2 2026.

EP Wealth Advisors reported no remaining GoodRx Holdings position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 16,799 GoodRx Holdings shares in Q2 2026, an estimated $32.9K.
EP Wealth Advisors first reported a position in GoodRx Holdings in Q3 2024 and held it in 5 quarters.
EP Wealth Advisors's GoodRx Holdings position peaked at $76.6K in Q2 2025.
162 funds tracked by Wall St. Rank held GoodRx Holdings as of Q2 2026.

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