Advisornet Financial’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9K | Hold |
279
| – | – | ﹤0.01% | 1520 |
|
|
2025
Q4 | $12.9K | Buy |
279
+232
| +494% | +$9.37K | ﹤0.01% | 1467 |
|
|
2025
Q3 | $1.93K | Sell |
47
-134
| -74% | -$5.2K | ﹤0.01% | 1876 |
|
|
2025
Q2 | $6.12K | Buy |
181
+134
| +285% | +$4.15K | ﹤0.01% | 1622 |
|
|
2025
Q1 | $1.44K | Sell |
47
-100
| -68% | -$3.33K | ﹤0.01% | 1839 |
|
|
2024
Q4 | $4.46K | Buy |
147
+100
| +213% | +$3.17K | ﹤0.01% | 1492 |
|
|
2024
Q3 | $1.45K | Hold |
47
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q2 | $1.39K | Hold |
47
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q1 | $1.44K | Buy |
+47
| New | +$1.39K | ﹤0.01% | 1665 |
|
|
2023
Q3 | – | Sell |
-994
| Closed | -$20.1K | – | 2419 |
|
|
2023
Q2 | $20.1K | Hold |
994
| – | – | ﹤0.01% | 1092 |
|
|
2023
Q1 | $21.2K | Sell |
994
-272
| -21% | -$5.67K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $23.6K | Hold |
1,266
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q3 | $18K | Sell |
1,266
-470
| -27% | -$7.52K | ﹤0.01% | 1154 |
|
|
2022
Q2 | $28K | Sell |
1,736
-1,700
| -49% | -$29.8K | ﹤0.01% | 1028 |
|
|
2022
Q1 | $67K | Hold |
3,436
| – | – | ﹤0.01% | 873 |
|
|
2021
Q4 | $61K | Sell |
3,436
-349
| -9% | -$6.14K | ﹤0.01% | 945 |
|
|
2021
Q3 | $60K | Hold |
3,785
| – | – | ﹤0.01% | 948 |
|
|
2021
Q2 | $58K | Hold |
3,785
| – | – | ﹤0.01% | 942 |
|
|
2021
Q1 | $59K | Hold |
3,785
| – | – | ﹤0.01% | 893 |
|
|
2020
Q4 | $53K | Sell |
3,785
-3,790
| -50% | -$50.2K | ﹤0.01% | 853 |
|
|
2020
Q3 | $84K | Sell |
7,575
-240
| -3% | -$2.88K | 0.01% | 721 |
|
|
2020
Q2 | $90K | Buy |
7,815
+452
| +6% | +$4.66K | 0.01% | 698 |
|
|
2020
Q1 | $68K | Buy |
7,363
+163
| +2% | +$1.88K | 0.01% | 707 |
|
|
2019
Q4 | $91K | Buy |
7,200
+1,945
| +37% | +$23.1K | 0.01% | 711 |
|
|
2019
Q3 | $59K | Hold |
5,255
| – | – | 0.01% | 844 |
|
|
2019
Q2 | $62K | Buy |
5,255
+3,955
| +304% | +$48.5K | 0.01% | 744 |
|
|
2019
Q1 | $16K | Hold |
1,300
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q4 | $16K | Sell |
1,300
-220
| -14% | -$2.98K | ﹤0.01% | 987 |
|
|
2018
Q3 | $24K | Sell |
1,520
-146
| -9% | -$2.29K | ﹤0.01% | 916 |
|
|
2018
Q2 | $26K | Buy |
1,666
+677
| +68% | +$11K | ﹤0.01% | 881 |
|
|
2018
Q1 | $17K | Sell |
989
-971
| -50% | -$18.5K | ﹤0.01% | 961 |
|
|
2017
Q4 | $36K | Buy |
+1,960
| New | +$34.1K | 0.01% | 732 |
|
Other funds holding UBS
VCM
CCI
Advisornet Financial's UBS Position: Q1 2026 in Review
Advisornet Financial held its UBS Group (UBS) position steady in Q1 2026 at 279 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.
Advisornet Financial first reported a position in UBS in Q4 2017 and has held it in 32 quarters since. The position peaked at $91K in Q4 2019. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.
- Advisornet Financial held 279 shares of UBS Group worth $10.9K as of Q1 2026.
- Advisornet Financial left its UBS Group share count unchanged in Q1 2026.
- UBS Group made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1520 holding.
- Advisornet Financial first reported a position in UBS Group in Q4 2017 and has held it in 32 quarters since.
- Advisornet Financial's UBS Group position peaked at $91K in Q4 2019.
- 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.