EP Wealth Advisors’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,490	Closed	-$218K	–	1573
2025 Q4	$218K	Buy	+2,490	New	+$205K	﹤0.01%	1337

Other funds holding PLUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

EP Wealth Advisors's PLUS Position: Q1 2026 in Review

EP Wealth Advisors sold out of ePlus (PLUS) in Q1 2026, closing a stake of 2,490 shares — an estimated $218K sold.

EP Wealth Advisors first reported a position in PLUS in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

EP Wealth Advisors reported no remaining ePlus position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 2,490 ePlus shares in Q1 2026, an estimated $218K.
EP Wealth Advisors first reported a position in ePlus in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's ePlus position peaked at $218K in Q4 2025.
281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.