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EP Wealth Advisors’s Indivior Pharmaceuticals INDV Stock Holding History

EP Wealth Advisors’s Portfolio INDV Stock Details INDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,633
Closed -$355K – 1795
2026
Q1 		$355K Sell
11,633
-1,786
-13% -$59K ﹤0.01% 1071
2025
Q4 		$481K Buy
+13,419
New +$410K ﹤0.01% 896

Other funds holding INDV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors sold out of Indivior Pharmaceuticals (INDV) in Q2 2026, closing a stake of 11,633 shares — an estimated $355K sold.

EP Wealth Advisors first reported a position in INDV in Q4 2025 and held it in 2 quarters. The position peaked at $481K in Q4 2025. 339 funds tracked by Wall St. Rank hold INDV as of Q2 2026.

  • EP Wealth Advisors reported no remaining Indivior Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 11,633 Indivior Pharmaceuticals shares in Q2 2026, an estimated $355K.
  • EP Wealth Advisors first reported a position in Indivior Pharmaceuticals in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Indivior Pharmaceuticals position peaked at $481K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Indivior Pharmaceuticals as of Q2 2026.

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