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Acumen Wealth Advisors’s UBS Group UBS Stock Holding History

Acumen Wealth Advisors’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
Q2 		$20.5K Sell
413
-16
-4% -$729 ﹤0.01% 239
2026
Q1 		$16.8K Sell
429
-43
-9% -$1.84K ﹤0.01% 242
2025
Q4 		$21.9K Buy
+472
New +$19.1K 0.01% 207

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Acumen Wealth Advisors's UBS Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its UBS Group (UBS) stake by 3.7% in Q2 2026, selling an estimated $729 and leaving 413 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Acumen Wealth Advisors first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.9K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Acumen Wealth Advisors held 413 shares of UBS Group worth $20.5K as of Q2 2026.
  • Acumen Wealth Advisors sold 16 UBS Group shares in Q2 2026, an estimated $729.
  • UBS Group made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • Acumen Wealth Advisors first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's UBS Group position peaked at $21.9K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.