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EP Wealth Advisors’s Tandem Diabetes Care TNDM Stock Holding History

EP Wealth Advisors’s Portfolio TNDM Stock Details TNDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,886
Closed -$228K – 1880
2026
Q1 		$228K Buy
11,886
+1,909
+19% +$41.5K ﹤0.01% 1335
2025
Q4 		$219K Buy
+9,977
New +$180K ﹤0.01% 1334

Other funds holding TNDM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

EP Wealth Advisors sold out of Tandem Diabetes Care (TNDM) in Q2 2026, closing a stake of 11,886 shares — an estimated $228K sold.

EP Wealth Advisors first reported a position in TNDM in Q4 2025 and held it in 2 quarters. The position peaked at $228K in Q1 2026. 274 funds tracked by Wall St. Rank hold TNDM as of Q2 2026.

  • EP Wealth Advisors reported no remaining Tandem Diabetes Care position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 11,886 Tandem Diabetes Care shares in Q2 2026, an estimated $228K.
  • EP Wealth Advisors first reported a position in Tandem Diabetes Care in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Tandem Diabetes Care position peaked at $228K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q2 2026.

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