Abacus Wealth Partners
UBS icon

Abacus Wealth Partners’s UBS Group UBS Stock Holding History

Abacus Wealth Partners’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$813K Sell
16,895
-1,227
-7% -$64.5K 0.09% 80
2026
Q2 		$898K Sell
18,122
-19,247
-52% -$877K 0.09% 81
2026
Q1 		$1.46M Sell
37,369
-7,167
-16% -$307K 0.13% 64
2025
Q4 		$2.06M Buy
+44,536
New +$1.8M 0.2% 40

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Abacus Wealth Partners's UBS Position: Q3 2026 in Review

Abacus Wealth Partners reduced its UBS Group (UBS) stake by 6.8% in Q3 2026, selling an estimated $64.5K and leaving 16,895 shares worth $813K. The position accounts for 0.09% of the portfolio, ranked #80.

Abacus Wealth Partners first reported a position in UBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.06M in Q4 2025. 425 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Abacus Wealth Partners held 16,895 shares of UBS Group worth $813K as of Q3 2026.
  • Abacus Wealth Partners sold 1,227 UBS Group shares in Q3 2026, an estimated $64.5K.
  • UBS Group made up 0.09% of Abacus Wealth Partners's portfolio in Q3 2026, its #80 holding.
  • Abacus Wealth Partners first reported a position in UBS Group in Q4 2025 and has held it in 4 quarters since.
  • Abacus Wealth Partners's UBS Group position peaked at $2.06M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Abacus Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.