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EP Wealth Advisors’s Natural Alternatives International NAII Stock Holding History

EP Wealth Advisors’s Portfolio NAII Stock Details NAII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$42.6K Sell
13,000
-1,000
-7% -$3.19K ﹤0.01% 1408
2025
Q1 		$48.2K Buy
+14,000
New +$55.9K ﹤0.01% 1269

Other funds holding NAII

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

EP Wealth Advisors reduced its Natural Alternatives International (NAII) stake by 7.1% in Q2 2025, selling an estimated $3.19K and leaving 13,000 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

EP Wealth Advisors first reported a position in NAII in Q1 2025 and has held it in 2 quarters since. The position peaked at $48.2K in Q1 2025. 22 funds tracked by Wall St. Rank hold NAII as of Q2 2025.

  • EP Wealth Advisors held 13,000 shares of Natural Alternatives International worth $42.6K as of Q2 2025.
  • EP Wealth Advisors sold 1,000 Natural Alternatives International shares in Q2 2025, an estimated $3.19K.
  • Natural Alternatives International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1408 holding.
  • EP Wealth Advisors first reported a position in Natural Alternatives International in Q1 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Natural Alternatives International position peaked at $48.2K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Natural Alternatives International as of Q2 2025.

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