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EP Wealth Advisors’s Owens Corning OC Stock Holding History

EP Wealth Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Sell
1,929
-809
-30% -$98.3K ﹤0.01% 1283
2026
Q1 		$296K Sell
2,738
-667
-20% -$79.5K ﹤0.01% 1174
2025
Q4 		$381K Buy
+3,405
New +$400K ﹤0.01% 1006
2025
Q2 		$407K Buy
2,957
+327
+12% +$45.2K ﹤0.01% 870
2025
Q1 		$376K Sell
2,630
-14
-0.5% -$2.31K ﹤0.01% 815
2024
Q4 		$450K Buy
2,644
+238
+10% +$44.5K ﹤0.01% 726
2024
Q3 		$425K Buy
+2,406
New +$405K ﹤0.01% 740

Other funds holding OC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

EP Wealth Advisors reduced its Owens Corning (OC) stake by 30% in Q2 2026, selling an estimated $98.3K and leaving 1,929 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

EP Wealth Advisors first reported a position in OC in Q3 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2024. 689 funds tracked by Wall St. Rank hold OC as of Q2 2026.

  • EP Wealth Advisors held 1,929 shares of Owens Corning worth $307K as of Q2 2026.
  • EP Wealth Advisors sold 809 Owens Corning shares in Q2 2026, an estimated $98.3K.
  • Owens Corning made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1283 holding.
  • EP Wealth Advisors first reported a position in Owens Corning in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Owens Corning position peaked at $450K in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Owens Corning as of Q2 2026.

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