EP Wealth Advisors’s KBR KBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,409	Closed	-$236K	–	1803
2026 Q1	$236K	Sell	6,409 -748	-10%	-$30.7K	﹤0.01%	1310
2025 Q4	$288K	Buy	+7,157	New	+$307K	﹤0.01%	1161
2025 Q2	$240K	Sell	5,008 -663	-12%	-$34.4K	﹤0.01%	1150
2025 Q1	$282K	Buy	+5,671	New	+$302K	﹤0.01%	942

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

EP Wealth Advisors sold out of KBR (KBR) in Q2 2026, closing a stake of 6,409 shares — an estimated $236K sold.

EP Wealth Advisors first reported a position in KBR in Q1 2025 and held it in 4 quarters. The position peaked at $288K in Q4 2025. 361 funds tracked by Wall St. Rank hold KBR as of Q2 2026.

EP Wealth Advisors reported no remaining KBR position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 6,409 KBR shares in Q2 2026, an estimated $236K.
EP Wealth Advisors first reported a position in KBR in Q1 2025 and held it in 4 quarters.
EP Wealth Advisors's KBR position peaked at $288K in Q4 2025.
361 funds tracked by Wall St. Rank held KBR as of Q2 2026.

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