Position in AXTA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$291,597
-$102,132 QoQ
Shares Held
10,527
-13.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AXTA Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $32,737,423 across 16 Specialty Chemicals names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
46,202 | $12,872,339 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
19,404 | $5,688,864 | |
| 3 | LIN |
Linde PLC
|
7,553 | $3,919,553 | |
| 4 | SHW |
Sherwin Williams Co
|
7,853 | $2,703,944 | |
| 5 | ALB |
Albemarle Corp
|
11,015 | $1,487,355 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
10,134 | $1,374,575 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
12,621 | $1,118,220 | |
| 8 | RPM |
Rpm International Inc/De/
|
9,621 | $1,069,374 |
All Filings in AXTA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $291,597 | 10,527 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $393,729 | 12,186 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $309,369 | 10,420 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $264,298 | 7,968 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||