EP Wealth Advisors’s Tenet Healthcare THC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$498K	Sell	2,661 -741	-22%	-$136K	﹤0.01%	1036
2026 Q1	$642K	Buy	3,402 +50	+1%	+$10.5K	﹤0.01%	799
2025 Q4	$666K	Buy	+3,352	New	+$677K	﹤0.01%	748
2025 Q2	$421K	Sell	2,392 -37	-2%	-$5.57K	﹤0.01%	850
2025 Q1	$327K	Buy	+2,429	New	+$320K	﹤0.01%	875
2024 Q4	–	Sell	-1,388	Closed	-$231K	–	1320
2024 Q3	$231K	Buy	+1,388	New	+$210K	﹤0.01%	977

Other funds holding THC

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

EP Wealth Advisors reduced its Tenet Healthcare (THC) stake by 22% in Q2 2026, selling an estimated $136K and leaving 2,661 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

EP Wealth Advisors first reported a position in THC in Q3 2024 and has held it in 6 quarters since. The position peaked at $666K in Q4 2025. 679 funds tracked by Wall St. Rank hold THC as of Q2 2026.

EP Wealth Advisors held 2,661 shares of Tenet Healthcare worth $498K as of Q2 2026.
EP Wealth Advisors sold 741 Tenet Healthcare shares in Q2 2026, an estimated $136K.
Tenet Healthcare made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1036 holding.
EP Wealth Advisors first reported a position in Tenet Healthcare in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Tenet Healthcare position peaked at $666K in Q4 2025.
679 funds tracked by Wall St. Rank held Tenet Healthcare as of Q2 2026.

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