EWA
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EP Wealth Advisors’s TPG TPG Stock Holding History

EP Wealth Advisors’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,521
Closed -$214K – 1474
2025
Q1 		$214K Sell
4,521
-3,329
-42% -$194K ﹤0.01% 1102
2024
Q4 		$493K Sell
7,850
-156
-2% -$10.2K ﹤0.01% 700
2024
Q3 		$461K Buy
+8,006
New +$394K ﹤0.01% 716

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EP Wealth Advisors's TPG Position: Q2 2025 in Review

EP Wealth Advisors sold out of TPG (TPG) in Q2 2025, closing a stake of 4,521 shares — an estimated $214K sold.

EP Wealth Advisors first reported a position in TPG in Q3 2024 and held it in 3 quarters. The position peaked at $493K in Q4 2024. 272 funds tracked by Wall St. Rank hold TPG as of Q2 2025.

  • EP Wealth Advisors reported no remaining TPG position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 4,521 TPG shares in Q2 2025, an estimated $214K.
  • EP Wealth Advisors first reported a position in TPG in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's TPG position peaked at $493K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held TPG as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.