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EP Wealth Advisors’s STMicroelectronics STM Stock Holding History

EP Wealth Advisors’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$621K Buy
+8,290
New +$499K ﹤0.01% 939
2023
Q4 		– Sell
-5,112
Closed -$221K – 834
2023
Q3 		$221K Buy
5,112
+2,001
+64% +$95.5K ﹤0.01% 639
2023
Q2 		$256K Buy
+3,111
New +$144K ﹤0.01% 597

Other funds holding STM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in STMicroelectronics (STM) in Q2 2026: 8,290 shares worth $621K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in STM as recently as Q3 2023.

EP Wealth Advisors first reported a position in STM in Q2 2023 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold STM as of Q2 2026.

  • EP Wealth Advisors held 8,290 shares of STMicroelectronics worth $621K as of Q2 2026.
  • STMicroelectronics was a new EP Wealth Advisors position in Q2 2026.
  • STMicroelectronics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #939 holding.
  • EP Wealth Advisors first reported a position in STMicroelectronics in Q2 2023 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2026.

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