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EP Wealth Advisors’s Sarepta Therapeutics SRPT Stock Holding History

EP Wealth Advisors’s Portfolio SRPT Stock Details SRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,883
Closed -$213K – 1591
2025
Q4 		$213K Buy
+9,883
New +$208K ﹤0.01% 1354
2025
Q2 		– Sell
-5,042
Closed -$322K – 1470
2025
Q1 		$322K Buy
5,042
+54
+1% +$5.68K ﹤0.01% 881
2024
Q4 		$606K Buy
4,988
+105
+2% +$12.9K ﹤0.01% 636
2024
Q3 		$610K Sell
4,883
-16
-0.3% -$2.21K 0.01% 634
2024
Q2 		$774K Buy
4,899
+103
+2% +$13.2K 0.01% 435
2024
Q1 		$621K Hold
4,796
– – 0.01% 472
2023
Q4 		$462K Buy
+4,796
New +$460K 0.01% 507
2023
Q3 		– Sell
-19,327
Closed -$530K – 775
2023
Q2 		$530K Buy
+19,327
New +$2.49M 0.01% 454

Other funds holding SRPT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return