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EP Wealth Advisors’s RELX RELX Stock Holding History

EP Wealth Advisors’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,603
Closed -$348K – 1575
2025
Q4 		$348K Buy
+8,603
New +$367K ﹤0.01% 1050
2025
Q2 		$327K Buy
6,014
+1,447
+32% +$76.5K ﹤0.01% 969
2025
Q1 		$230K Buy
+4,567
New +$223K ﹤0.01% 1060
2022
Q3 		– Sell
-11,309
Closed -$305K – 560
2022
Q2 		$305K Buy
+11,309
New +$326K 0.01% 477

Other funds holding RELX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EP Wealth Advisors sold out of RELX (RELX) in Q1 2026, closing a stake of 8,603 shares — an estimated $348K sold.

EP Wealth Advisors first reported a position in RELX in Q2 2022 and held it in 4 quarters. The position peaked at $348K in Q4 2025. 447 funds tracked by Wall St. Rank hold RELX as of Q1 2026.

  • EP Wealth Advisors reported no remaining RELX position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 8,603 RELX shares in Q1 2026, an estimated $348K.
  • EP Wealth Advisors first reported a position in RELX in Q2 2022 and held it in 4 quarters.
  • EP Wealth Advisors's RELX position peaked at $348K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held RELX as of Q1 2026.

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