EWA
LXFR icon

EP Wealth Advisors’s Luxfer Holdings LXFR Stock Holding History

EP Wealth Advisors’s Portfolio LXFR Stock Details LXFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$124K Sell
10,216
-215
-2% -$2.41K ﹤0.01% 1348
2025
Q1 		$124K Buy
+10,431
New +$137K ﹤0.01% 1216

Other funds holding LXFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EP Wealth Advisors reduced its Luxfer Holdings (LXFR) stake by 2.1% in Q2 2025, selling an estimated $2.41K and leaving 10,216 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

EP Wealth Advisors first reported a position in LXFR in Q1 2025 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold LXFR as of Q2 2025.

  • EP Wealth Advisors held 10,216 shares of Luxfer Holdings worth $124K as of Q2 2025.
  • EP Wealth Advisors sold 215 Luxfer Holdings shares in Q2 2025, an estimated $2.41K.
  • Luxfer Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1348 holding.
  • EP Wealth Advisors first reported a position in Luxfer Holdings in Q1 2025 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Luxfer Holdings as of Q2 2025.

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