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EP Wealth Advisors’s Shattuck Labs STTK Stock Holding History

EP Wealth Advisors’s Portfolio STTK Stock Details STTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$265K Hold
41,167
– – ﹤0.01% 1239
2025
Q4 		$150K Buy
+41,167
New +$98.2K ﹤0.01% 1424
2025
Q2 		$32.6K Hold
41,167
– – ﹤0.01% 1413
2025
Q1 		$39.1K Hold
41,167
– – ﹤0.01% 1272
2024
Q4 		$49.8K Hold
41,167
– – ﹤0.01% 1225
2024
Q3 		$144K Buy
+41,167
New +$153K ﹤0.01% 1106

Other funds holding STTK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NCM
NEXTBio Capital Management Menlo Park, California $215M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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

EP Wealth Advisors held its Shattuck Labs (STTK) position steady in Q1 2026 at 41,167 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

EP Wealth Advisors first reported a position in STTK in Q3 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold STTK as of Q1 2026.

  • EP Wealth Advisors held 41,167 shares of Shattuck Labs worth $265K as of Q1 2026.
  • EP Wealth Advisors left its Shattuck Labs share count unchanged in Q1 2026.
  • Shattuck Labs made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1239 holding.
  • EP Wealth Advisors first reported a position in Shattuck Labs in Q3 2024 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held Shattuck Labs as of Q1 2026.

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