EP Wealth Advisors’s Sprout Social SPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,139	Closed	-$114K	–	1590
2025 Q4	$114K	Buy	+10,139	New	+$109K	﹤0.01%	1444

Other funds holding SPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

EP Wealth Advisors sold out of Sprout Social (SPT) in Q1 2026, closing a stake of 10,139 shares — an estimated $114K sold.

EP Wealth Advisors first reported a position in SPT in Q4 2025 and held it in 1 quarter. The position peaked at $114K in Q4 2025. 208 funds tracked by Wall St. Rank hold SPT as of Q1 2026.

EP Wealth Advisors reported no remaining Sprout Social position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 10,139 Sprout Social shares in Q1 2026, an estimated $114K.
EP Wealth Advisors first reported a position in Sprout Social in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's Sprout Social position peaked at $114K in Q4 2025.
208 funds tracked by Wall St. Rank held Sprout Social as of Q1 2026.

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