AP
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Adero Partners’s UBS Group UBS Stock Holding History

Adero Partners’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
Q1 		$207K Sell
6,752
-26
-0.4% -$796 0.01% 229
2024
Q4 		$206K Buy
+6,778
New +$206K 0.01% 233