Question 1

Does EP Wealth Advisors own SOXX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 15,833 shares of SOXX, worth $10.1M.

Question 2

How many shares of SOXX does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 15,833 shares of SOXX.

Question 3

What is EP Wealth Advisors' SOXX position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' SOXX position is worth $10.1M.

Question 4

Is EP Wealth Advisors buying or selling SOXX?

Accepted Answer

In Q2 2026, EP Wealth Advisors increased its SOXX position by 8,229 shares (+108.2%).

Question 5

When did EP Wealth Advisors first buy SOXX?

Accepted Answer

EP Wealth Advisors already held SOXX in its Q4 2018 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	15,833	+108.2%	$10.1M	0.0%	$213.17	45
2026-Q1	Increased	7,604	+13.0%	$2.5M	0.0%	$109.18	30
2025-Q4	Decreased	6,731	-4.8%	$2M	0.0%	$99.86	0
2025-Q2	Increased	7,068	+2.9%	$1.7M	0.0%	$78.31	26
2025-Q1	Decreased	6,871	-29.8%	$1.3M	0.0%	$61.33	0
2024-Q4	Decreased	9,783	-4.1%	$2.1M	0.0%	$69.96	0
2024-Q3	Increased	10,204	+0.3%	$2.4M	0.0%	$74.51	26