EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WSO holding history

Watsco 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.

WSO overview All 13F holders of WSO Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of WSO by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−742−100.0%	Sold out	Holders
Q1 2025	742	$377.4K	<0.1%	−18−2.4%	Reduced	Holders
Q4 2024	760	$360.0K	<0.1%	+221+41.0%	Added	Holders
Q3 2024	539	$265.0K	<0.1%	+539	New	Holders