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EP Wealth Advisors’s Standard Motor Products SMP Stock Holding History

EP Wealth Advisors’s Portfolio SMP Stock Details SMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,996
Closed -$221K – 1585
2025
Q4 		$221K Buy
+5,996
New +$230K ﹤0.01% 1331
2025
Q2 		$205K Buy
+6,674
New +$185K ﹤0.01% 1243

Other funds holding SMP

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EP Wealth Advisors sold out of Standard Motor Products (SMP) in Q1 2026, closing a stake of 5,996 shares — an estimated $221K sold.

EP Wealth Advisors first reported a position in SMP in Q2 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 187 funds tracked by Wall St. Rank hold SMP as of Q1 2026.

  • EP Wealth Advisors reported no remaining Standard Motor Products position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,996 Standard Motor Products shares in Q1 2026, an estimated $221K.
  • EP Wealth Advisors first reported a position in Standard Motor Products in Q2 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Standard Motor Products position peaked at $221K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Standard Motor Products as of Q1 2026.

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