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UTWOUTWO
7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in RBB FD INC

Yes. EP Wealth Advisors holds 53,992 shares of UTWO, worth $2.6M, as of its Q2 2026 13F filing. It reduced the position by 4,396 shares (-7.5%) from Q1 2026. EP Wealth Advisors has held UTWO since Q3 2024, across 7 quarterly 13F filings.

Current Value

$2.6M

Current Shares

53,992

Total Value Change

+$793,712

Total Shares Change

+17,160

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
53,992
-7.5%
$2.6M0.0%$47.64
0
2026-Q1
Increased
58,388
+1.2%
$2.8M0.0%$47.51
27
2025-Q4
Increased
57,686
+11.8%
$2.8M0.0%$47.40
29
2025-Q2
Increased
51,601
+4.6%
$2.5M0.0%$46.42
27
2025-Q1
Increased
49,313
+33.6%
$2.4M0.0%$45.92
34
2024-Q4
Increased
36,910
+0.2%
$1.8M0.0%$45.23
26
2024-Q3
New
36,832
-
$1.8M0.0%$45.31
36

Other major holders of UTWO: MORGAN STANLEY

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