EWA
IAS

EP Wealth Advisors’s Integral Ad Science IAS Stock Holding History

EP Wealth Advisors’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$225K Sell
27,128
-553
-2% -$4.22K ﹤0.01% 1183
2025
Q1 		$223K Buy
+27,681
New +$276K ﹤0.01% 1082

Other funds holding IAS

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
AVA
Atlas Venture Advisors Boston, Massachusetts $122M AUM 26.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

EP Wealth Advisors reduced its Integral Ad Science (IAS) stake by 2% in Q2 2025, selling an estimated $4.22K and leaving 27,128 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

EP Wealth Advisors first reported a position in IAS in Q1 2025 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold IAS as of Q2 2025.

  • EP Wealth Advisors held 27,128 shares of Integral Ad Science worth $225K as of Q2 2025.
  • EP Wealth Advisors sold 553 Integral Ad Science shares in Q2 2025, an estimated $4.22K.
  • Integral Ad Science made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1183 holding.
  • EP Wealth Advisors first reported a position in Integral Ad Science in Q1 2025 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Integral Ad Science as of Q2 2025.

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