EP Wealth Advisors, LLC's ownership history for XLK


EP Wealth Advisors, LLC currently holds 1.6M shares with a market value of $234.2M. It started holding XLK on 2024-09-30. At its peak, it held 1.6M shares on 2025-12-31. Its highest holding value was $234.2M on 2025-12-31. At its lowest, it held 675.7K shares on 2024-09-30, with a value of $142.6M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 936.5K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 951.4K.


EP Wealth Advisors, LLC's ownership history for XLK