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EP Wealth Advisors’s Radiant Logistics RLGT Stock Holding History

EP Wealth Advisors’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$91.8K Sell
15,091
-416
-3% -$2.49K ﹤0.01% 1394
2025
Q1 		$95.4K Buy
15,507
+5,453
+54% +$36.9K ﹤0.01% 1255
2024
Q4 		$67.4K Buy
+10,054
New +$69.2K ﹤0.01% 1221

Other funds holding RLGT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

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

EP Wealth Advisors reduced its Radiant Logistics (RLGT) stake by 2.7% in Q2 2025, selling an estimated $2.49K and leaving 15,091 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

EP Wealth Advisors first reported a position in RLGT in Q4 2024 and has held it in 3 quarters since. The position peaked at $95.4K in Q1 2025. 128 funds tracked by Wall St. Rank hold RLGT as of Q2 2025.

  • EP Wealth Advisors held 15,091 shares of Radiant Logistics worth $91.8K as of Q2 2025.
  • EP Wealth Advisors sold 416 Radiant Logistics shares in Q2 2025, an estimated $2.49K.
  • Radiant Logistics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1394 holding.
  • EP Wealth Advisors first reported a position in Radiant Logistics in Q4 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Radiant Logistics position peaked at $95.4K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Radiant Logistics as of Q2 2025.

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