Institutions / Epoch Investment Partners, Inc. / Activity
Activity — Epoch Investment Partners, Inc.
263 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $21.00M | +271K +11.40% | 2,644,857 1.24% of portfolio | medium |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-20.18M | -99K -26.17% | 280,275 0.34% of portfolio | medium |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-18.92M | -408K -11.77% | 3,056,395 0.86% of portfolio | medium |
| Q1 2026 as of | Trim | Mettler-Toledo International Inc Common stock | $-18.82M | -15K -13.79% | 93,270 0.71% of portfolio | medium |
| Q1 2026 as of | Trim | ANET Arista Networks, Inc. Common Stock | $-18.62M | -152K -15.78% | 809,562 0.60% of portfolio | medium |
| Q1 2026 as of | Add | Lantheus Holdings, Inc. Common stock | $18.37M | +242K +59.44% | 649,751 0.30% of portfolio | medium |
| Q1 2026 as of | New | Nextpower Inc. Common stock | $17.48M | +145K | 145,024 0.11% of portfolio | medium |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $17.21M | +85K +59.88% | 225,822 0.28% of portfolio | medium |
| Q1 2026 as of | Trim | Linde PLC Common stock | $-17.18M | -35K -17.73% | 160,809 0.48% of portfolio | medium |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-16.68M | -104K -11.58% | 797,750 0.77% of portfolio | medium |
| Q1 2026 as of | Trim | LPL Financial Holdings Inc. Common stock | $-16.29M | -54K -11.71% | 408,301 0.74% of portfolio | medium |
| Q1 2026 as of | Trim | Hess Midstream LP Common stock | $-16.28M | -419K -16.75% | 2,081,821 0.49% of portfolio | medium |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-16.20M | -18K -12.54% | 122,816 0.68% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-15.80M | -55K -7.06% | 723,866 1.26% of portfolio | medium |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-15.80M | -127K -29.06% | 310,444 0.23% of portfolio | medium |
| Q1 2026 as of | New | Badger Meter Inc Common stock | $15.37M | +101K | 100,872 0.09% of portfolio | medium |
| Q1 2026 as of | Trim | Ameriprise Financial Inc Common stock | $-15.19M | -34K -11.48% | 263,704 0.71% of portfolio | medium |
| Q1 2026 as of | Trim | Booking Holdings Inc Common stock | $-15.13M | -4K -10.32% | 31,225 0.80% of portfolio | medium |
| Q1 2026 as of | Add | Nexstar Media Group, Inc. Common stock | $14.65M | +81K +685.79% | 92,817 0.10% of portfolio | medium |
| Q1 2026 as of | Add | QXO, Inc. Common stock | $14.32M | +737K +54.23% | 2,096,918 0.25% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-14.28M | -39K -4.66% | 788,663 1.77% of portfolio | medium |
| Q1 2026 as of | Trim | Union Pacific Corp Common stock | $-14.26M | -59K -47.10% | 66,008 0.10% of portfolio | medium |
| Q1 2026 as of | Trim | EMCOR Group Inc Common stock | $-13.16M | -18K -6.35% | 262,823 1.17% of portfolio | medium |
| Q1 2026 as of | Trim | United Therapeutics Corp Common stock | $-12.81M | -22K -15.19% | 120,682 0.43% of portfolio | medium |
| Q1 2026 as of | Trim | Marsh & McLennan Companies, Inc. Common stock | $-12.74M | -73K -10.24% | 644,170 0.68% of portfolio | medium |
| Q1 2026 as of | Trim | Workday Inc Common stock | $-12.17M | -94K -90.13% | 10,259 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | Paychex Inc Common stock | $12.00M | +130K +33.69% | 516,948 0.29% of portfolio | medium |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $11.95M | +426K +17.52% | 2,854,601 0.49% of portfolio | medium |
| Q1 2026 as of | Add | Verisk Analytics, Inc. Common stock | $11.93M | +63K +16.06% | 454,147 0.52% of portfolio | medium |
| Q1 2026 as of | Trim | Idexx Laboratories Inc /De Common stock | $-11.91M | -21K -10.83% | 174,602 0.59% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-11.51M | -40K -11.63% | 304,918 0.53% of portfolio | medium |
| Q1 2026 as of | Trim | O Reilly Automotive Inc Common stock | $-11.08M | -120K -10.97% | 974,776 0.54% of portfolio | medium |
| Q1 2026 as of | Add | NetApp Inc Common stock | $10.91M | +107K +6.51% | 1,743,918 1.08% of portfolio | medium |
| Q1 2026 as of | Trim | TKO Group Holdings, Inc. Common stock | $-10.81M | -54K -12.62% | 371,062 0.45% of portfolio | medium |
| Q1 2026 as of | Add | McCormick & Co Inc Common stock | $10.68M | +212K +29.10% | 939,542 0.29% of portfolio | medium |
| Q1 2026 as of | Add | Best Buy Co Inc Common stock | $10.44M | +163K +26.88% | 767,534 0.30% of portfolio | medium |
| Q1 2026 as of | Add | Nvr Inc Common stock | $10.39M | +2K +10.67% | 16,359 0.65% of portfolio | medium |
| Q1 2026 as of | Add | Johnson Controls International plc Common stock | $10.31M | +79K +62.75% | 204,295 0.16% of portfolio | medium |
| Q1 2026 as of | Add | West Pharmaceutical Services Inc Common stock | $9.96M | +40K +7.87% | 545,050 0.83% of portfolio | medium |
| Q1 2026 as of | Trim | EPAM Systems, Inc. Common stock | $-9.48M | -70K -27.23% | 187,134 0.15% of portfolio | medium |
| Q1 2026 as of | Trim | Domino's Pizza Inc. Common stock | $-9.48M | -26K -15.35% | 145,712 0.32% of portfolio | medium |
| Q1 2026 as of | Trim | Bancorp Inc/The Common stock | $-9.47M | -176K -92.19% | 14,930 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-9.19M | -49K -38.24% | 79,533 0.09% of portfolio | medium |
| Q1 2026 as of | Trim | Chipotle Mexican Grill Inc Common stock | $-8.95M | -280K -9.64% | 2,622,106 0.51% of portfolio | medium |
| Q1 2026 as of | Trim | Realty Income Corp Common stock | $-8.87M | -145K -17.23% | 696,020 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | Lazard Inc Common stock | $-8.60M | -202K -12.94% | 1,360,866 0.35% of portfolio | medium |
| Q1 2026 as of | Trim | Manhattan Associates Inc Common stock | $-8.24M | -62K -11.85% | 460,461 0.37% of portfolio | medium |
| Q1 2026 as of | Add | Ventas, Inc. Common stock | $8.11M | +99K +39.68% | 348,914 0.17% of portfolio | medium |
| Q1 2026 as of | Trim | Eagle Materials Inc Common stock | $-7.90M | -42K -10.77% | 345,550 0.40% of portfolio | medium |
| Q1 2026 as of | New | Newmont Corp Common stock | $7.35M | +68K | 67,914 0.04% of portfolio | medium |