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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

A overviewAll 13F holders of AFull Q2 2026 holdings

Shares (Q2 2026)
11,685
Value
$1.55M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of A by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,685$1.55M<0.1%+1,488+14.6%AddedHolders
Q1 202610,197$1.16M<0.1%−519−4.8%ReducedHolders
Q4 202510,716$1.46M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20259,903$1.17M<0.1%+455+4.8%AddedHolders
Q1 20259,448$1.11M<0.1%−68−0.7%ReducedHolders
Q4 20249,516$1.28M<0.1%−55−0.6%ReducedHolders
Q3 20249,571$1.42M<0.1%−45−0.5%ReducedHolders
Q2 20249,616$1.25M<0.1%+1,601+20.0%AddedHolders
Q1 20248,015$1.17M<0.1%−2,150−21.2%ReducedHolders
Q4 202310,165$1.41M<0.1%+2,619+34.7%AddedHolders
Q3 20237,546$843.7K<0.1%−199−2.6%ReducedHolders
Q2 20237,745$928.4K<0.1%00.0%UnchangedHolders
Q1 20237,745$1.07M<0.1%+156+2.1%AddedHolders
Q4 20227,589$1.14M<0.1%+7,589NewHolders
Q3 20220$00.0%−7,277−100.0%Sold outHolders
Q2 20227,277$864.0K<0.1%+109+1.5%AddedHolders
Q1 20227,168$949.0K<0.1%−666−8.5%ReducedHolders
Q4 20217,834$1.25M<0.1%+14+0.2%AddedHolders
Q3 20217,820$1.23M<0.1%+3,448+78.9%AddedHolders
Q2 20214,372$646.0K<0.1%−1,205−21.6%ReducedHolders
Q1 20215,577$709.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.