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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
Q2 		$1.2M Buy
12,340
+3,299
+36% +$307K ﹤0.01% 703
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors increased its Toro Company (TTC) stake by 36% in Q2 2026, buying an estimated $307K and bringing the position to 12,340 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #703.

EP Wealth Advisors first reported a position in TTC in Q3 2021 and has held it in 19 quarters since. 595 funds tracked by Wall St. Rank hold TTC as of Q2 2026.

  • EP Wealth Advisors held 12,340 shares of Toro Company worth $1.2M as of Q2 2026.
  • EP Wealth Advisors bought 3,299 Toro Company shares in Q2 2026, an estimated $307K.
  • Toro Company made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #703 holding.
  • EP Wealth Advisors first reported a position in Toro Company in Q3 2021 and has held it in 19 quarters since.
  • 595 funds tracked by Wall St. Rank held Toro Company as of Q2 2026.

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