EP Wealth Advisors’s Snap SNAP Stock Holding History

EP Wealth Advisors’s Portfolio SNAP Stock Details SNAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$309K	Buy	67,148 +10,425	+18%	+$61.4K	﹤0.01%	1143
2025 Q4	$458K	Buy	+56,723	New	+$449K	﹤0.01%	925
2025 Q2	$497K	Buy	57,191 +3,230	+6%	+$26.8K	﹤0.01%	783
2025 Q1	$470K	Buy	53,961 +1,920	+4%	+$20K	﹤0.01%	731
2024 Q4	$560K	Buy	52,041 +3,328	+7%	+$37.5K	﹤0.01%	653
2024 Q3	$521K	Buy	48,713 +6,413	+15%	+$73.2K	﹤0.01%	681
2024 Q2	$703K	Buy	42,300 +3,327	+9%	+$47.7K	0.01%	464
2024 Q1	$447K	Buy	38,973 +18,710	+92%	+$251K	0.01%	533
2023 Q4	$343K	Buy	20,263 +3,238	+19%	+$39.7K	﹤0.01%	579
2023 Q3	$152K	Buy	17,025 +6,027	+55%	+$63K	﹤0.01%	695
2023 Q2	$204K	Buy	10,998 +1,841	+20%	+$18.5K	﹤0.01%	655
2023 Q1	$502K	Sell	9,157 -4,486	-33%	-$47.1K	0.01%	401
2022 Q4	$122K	Buy	+13,643	New	+$135K	﹤0.01%	585

Other funds holding SNAP

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return