EWA
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EP Wealth Advisors’s UBS Group UBS Stock Holding History

EP Wealth Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
+7,638
New +$258K ﹤0.01% 1103