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EP Wealth Advisors’s Pediatrix Medical MD Stock Holding History

EP Wealth Advisors’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21,409
Closed -$458K – 1820
2026
Q1 		$458K Sell
21,409
-655
-3% -$13.6K ﹤0.01% 937
2025
Q4 		$472K Buy
+22,064
New +$452K ﹤0.01% 907
2025
Q2 		$324K Buy
22,579
+1,180
+6% +$16.2K ﹤0.01% 974
2025
Q1 		$310K Buy
+21,399
New +$304K ﹤0.01% 899

Other funds holding MD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

EP Wealth Advisors sold out of Pediatrix Medical (MD) in Q2 2026, closing a stake of 21,409 shares — an estimated $458K sold.

EP Wealth Advisors first reported a position in MD in Q1 2025 and held it in 4 quarters. The position peaked at $472K in Q4 2025. 305 funds tracked by Wall St. Rank hold MD as of Q2 2026.

  • EP Wealth Advisors reported no remaining Pediatrix Medical position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 21,409 Pediatrix Medical shares in Q2 2026, an estimated $458K.
  • EP Wealth Advisors first reported a position in Pediatrix Medical in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Pediatrix Medical position peaked at $472K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Pediatrix Medical as of Q2 2026.

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