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EP Wealth Advisors’s Gibraltar Industries ROCK Stock Holding History

EP Wealth Advisors’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,629
Closed -$377K – 1578
2025
Q4 		$377K Buy
+7,629
New +$437K ﹤0.01% 1011
2025
Q2 		$422K Buy
7,157
+36
+0.5% +$2.06K ﹤0.01% 849
2025
Q1 		$418K Buy
7,121
+3,074
+76% +$191K ﹤0.01% 770
2024
Q4 		$238K Buy
4,047
+470
+13% +$32K ﹤0.01% 976
2024
Q3 		$250K Buy
+3,577
New +$250K ﹤0.01% 937

Other funds holding ROCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

EP Wealth Advisors sold out of Gibraltar Industries (ROCK) in Q1 2026, closing a stake of 7,629 shares — an estimated $377K sold.

EP Wealth Advisors first reported a position in ROCK in Q3 2024 and held it in 5 quarters. The position peaked at $422K in Q2 2025. 229 funds tracked by Wall St. Rank hold ROCK as of Q1 2026.

  • EP Wealth Advisors reported no remaining Gibraltar Industries position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 7,629 Gibraltar Industries shares in Q1 2026, an estimated $377K.
  • EP Wealth Advisors first reported a position in Gibraltar Industries in Q3 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Gibraltar Industries position peaked at $422K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Gibraltar Industries as of Q1 2026.

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