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NEARNEAR
Showing 7 of 30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES U S ETF TR

Yes. EP Wealth Advisors holds 6,521 shares of NEAR, worth $330,329, as of its Q2 2026 13F filing. It reduced the position by 1,240 shares (-16.0%) from Q1 2026. EP Wealth Advisors has held NEAR since Q2 2022, across 16 quarterly 13F filings.

Current Value

$330,329

Current Shares

6,521

Total Value Change

-$413,266

Total Shares Change

-7,991

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6,521
-16.0%
$330,3290.0%$50.30
0
2026-Q1
Decreased
7,761
-3.1%
$394,5310.0%$49.94
0
2025-Q4
Increased
8,008
+163.1%
$409,2090.0%$49.86
38
2025-Q2
Decreased
3,044
-54.5%
$155,5490.0%$48.55
0
2025-Q1
Decreased
6,683
-23.2%
$339,9650.0%$47.78
0
2024-Q4
Decreased
8,703
-40.0%
$439,5020.0%$47.08
0
2024-Q3
Decreased
14,512
-28.9%
$743,5950.0%$46.96
0

Other major holders of NEAR: ENVESTNET ASSET MANAGEMENT INC

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