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EP Wealth Advisors’s Nasdaq NDAQ Stock Holding History

EP Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439K Buy
5,573
+2,759
+98% +$242K ﹤0.01% 1086
2026
Q1 		$239K Buy
+2,814
New +$252K ﹤0.01% 1300
2025
Q2 		$226K Buy
+2,532
New +$202K ﹤0.01% 1179

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

EP Wealth Advisors increased its Nasdaq (NDAQ) stake by 98% in Q2 2026, buying an estimated $242K and bringing the position to 5,573 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

EP Wealth Advisors first reported a position in NDAQ in Q2 2025 and has held it in 3 quarters since. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • EP Wealth Advisors held 5,573 shares of Nasdaq worth $439K as of Q2 2026.
  • EP Wealth Advisors bought 2,759 Nasdaq shares in Q2 2026, an estimated $242K.
  • Nasdaq made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1086 holding.
  • EP Wealth Advisors first reported a position in Nasdaq in Q2 2025 and has held it in 3 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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