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EP Wealth Advisors’s Perrigo PRGO Stock Holding History

EP Wealth Advisors’s Portfolio PRGO Stock Details PRGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$306K Buy
11,441
+2,762
+32% +$72.3K ﹤0.01% 1007
2025
Q1 		$243K Buy
+8,679
New +$225K ﹤0.01% 1027

Other funds holding PRGO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

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

EP Wealth Advisors increased its Perrigo (PRGO) stake by 32% in Q2 2025, buying an estimated $72.3K and bringing the position to 11,441 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

EP Wealth Advisors first reported a position in PRGO in Q1 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold PRGO as of Q2 2025.

  • EP Wealth Advisors held 11,441 shares of Perrigo worth $306K as of Q2 2025.
  • EP Wealth Advisors bought 2,762 Perrigo shares in Q2 2025, an estimated $72.3K.
  • Perrigo made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1007 holding.
  • EP Wealth Advisors first reported a position in Perrigo in Q1 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Perrigo as of Q2 2025.

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