EP Wealth Advisors’s New York Times NYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,837	Closed	-$321K	–	1837
2026 Q1	$321K	Buy	3,837 +19	+0.5%	+$1.44K	﹤0.01%	1119
2025 Q4	$265K	Buy	+3,818	New	+$237K	﹤0.01%	1207

Other funds holding NYT

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors sold out of New York Times (NYT) in Q2 2026, closing a stake of 3,837 shares — an estimated $321K sold.

EP Wealth Advisors first reported a position in NYT in Q4 2025 and held it in 2 quarters. The position peaked at $321K in Q1 2026. 627 funds tracked by Wall St. Rank hold NYT as of Q2 2026.

EP Wealth Advisors reported no remaining New York Times position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 3,837 New York Times shares in Q2 2026, an estimated $321K.
EP Wealth Advisors first reported a position in New York Times in Q4 2025 and held it in 2 quarters.
EP Wealth Advisors's New York Times position peaked at $321K in Q1 2026.
627 funds tracked by Wall St. Rank held New York Times as of Q2 2026.

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