EWA
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EP Wealth Advisors’s Toro Company TTC Stock Holding History

EP Wealth Advisors’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$845K Sell
9,041
-1,095
-11% -$103K ﹤0.01% 694
2025
Q4 		$798K Buy
+10,136
New +$749K ﹤0.01% 685
2025
Q2 		$681K Buy
9,628
+1,979
+26% +$140K ﹤0.01% 667
2025
Q1 		$556K Buy
7,649
+3
+0% +$237 ﹤0.01% 671
2024
Q4 		$612K Sell
7,646
-103
-1% -$8.64K 0.01% 633
2024
Q3 		$672K Sell
7,749
-446
-5% -$40.1K 0.01% 602
2024
Q2 		$766K Sell
8,195
-577
-7% -$50.9K 0.01% 436
2024
Q1 		$804K Sell
8,772
-404
-4% -$37.3K 0.01% 417
2023
Q4 		$881K Buy
9,176
+4
+0% +$343 0.01% 386
2023
Q3 		$762K Sell
9,172
-57,350
-86% -$5.52M 0.01% 379
2023
Q2 		$999K Buy
66,522
+65,411
+5,888% +$6.71M 0.01% 338
2023
Q1 		$204K Sell
1,111
-9,165
-89% -$1.02M ﹤0.01% 573
2022
Q4 		$1.16M Hold
10,276
– – 0.02% 262
2022
Q3 		$889K Sell
10,276
-118
-1% -$10.1K 0.02% 246
2022
Q2 		$788K Buy
10,394
+21
+0.2% +$1.7K 0.02% 292
2022
Q1 		$887K Buy
10,373
+4
+0% +$372 0.02% 294
2021
Q4 		$1.04M Sell
10,369
-1,793
-15% -$179K 0.02% 254
2021
Q3 		$1.19M Buy
+12,162
New +$1.33M 0.03% 221

Other funds holding TTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return