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EP Wealth Advisors’s Idacorp IDA Stock Holding History

EP Wealth Advisors’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,550
Closed -$2.51M – 1790
2026
Q1 		$2.51M Sell
17,550
-259
-1% -$35.5K 0.01% 432
2025
Q4 		$2.25M Buy
+17,809
New +$2.32M 0.01% 421
2025
Q2 		$2.06M Buy
+17,859
New +$2.07M 0.01% 407

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

EP Wealth Advisors sold out of Idacorp (IDA) in Q2 2026, closing a stake of 17,550 shares — an estimated $2.51M sold.

EP Wealth Advisors first reported a position in IDA in Q2 2025 and held it in 3 quarters. The position peaked at $2.51M in Q1 2026. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • EP Wealth Advisors reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 17,550 Idacorp shares in Q2 2026, an estimated $2.51M.
  • EP Wealth Advisors first reported a position in Idacorp in Q2 2025 and held it in 3 quarters.
  • EP Wealth Advisors's Idacorp position peaked at $2.51M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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