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 Q2	$576K	Buy	129,831 +62,683	+93%	+$343K	﹤0.01%	965
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's SNAP Position: Q2 2026 in Review

EP Wealth Advisors increased its Snap (SNAP) stake by 93% in Q2 2026, buying an estimated $343K and bringing the position to 129,831 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

EP Wealth Advisors first reported a position in SNAP in Q4 2022 and has held it in 14 quarters since. The position peaked at $703K in Q2 2024. 534 funds tracked by Wall St. Rank hold SNAP as of Q2 2026.

EP Wealth Advisors held 129,831 shares of Snap worth $576K as of Q2 2026.
EP Wealth Advisors bought 62,683 Snap shares in Q2 2026, an estimated $343K.
Snap made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #965 holding.
EP Wealth Advisors first reported a position in Snap in Q4 2022 and has held it in 14 quarters since.
EP Wealth Advisors's Snap position peaked at $703K in Q2 2024.
534 funds tracked by Wall St. Rank held Snap as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.