EWA
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EP Wealth Advisors’s Impinj PI Stock Holding History

EP Wealth Advisors’s Portfolio PI Stock Details PI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$492K Sell
4,795
-34
-0.7% -$4.52K ﹤0.01% 903
2025
Q4 		$840K Buy
+4,829
New +$860K ﹤0.01% 667
2025
Q2 		$306K Buy
2,755
+468
+20% +$46.5K ﹤0.01% 1005
2025
Q1 		$207K Buy
2,287
+664
+41% +$74.4K ﹤0.01% 1113
2024
Q4 		$236K Buy
1,623
+267
+20% +$50.6K ﹤0.01% 987
2024
Q3 		$294K Buy
+1,356
New +$230K ﹤0.01% 872

Other funds holding PI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return