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EP Wealth Advisors’s Park Hotels & Resorts PK Stock Holding History

EP Wealth Advisors’s Portfolio PK Stock Details PK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$136K Buy
+13,252
New +$135K ﹤0.01% 1339
2024
Q4 		– Sell
-15,893
Closed -$224K – 1303
2024
Q3 		$224K Buy
+15,893
New +$231K ﹤0.01% 987

Other funds holding PK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Park Hotels & Resorts (PK) in Q2 2025: 13,252 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PK as recently as Q3 2024.

EP Wealth Advisors first reported a position in PK in Q3 2024 and has held it in 2 quarters since. The position peaked at $224K in Q3 2024. 346 funds tracked by Wall St. Rank hold PK as of Q2 2025.

  • EP Wealth Advisors held 13,252 shares of Park Hotels & Resorts worth $136K as of Q2 2025.
  • Park Hotels & Resorts was a new EP Wealth Advisors position in Q2 2025.
  • Park Hotels & Resorts made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1339 holding.
  • EP Wealth Advisors first reported a position in Park Hotels & Resorts in Q3 2024 and has held it in 2 quarters since.
  • EP Wealth Advisors's Park Hotels & Resorts position peaked at $224K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held Park Hotels & Resorts as of Q2 2025.

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