Arkadios Wealth Advisors’s UBS Group UBS Stock Holding History

Arkadios 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	$282K	Sell	5,688 -4,988	-47%	-$227K	﹤0.01%	1436
2026 Q1	$417K	Buy	10,676 +810	+8%	+$34.7K	0.01%	1201
2025 Q4	$457K	Sell	9,866 -11	-0.1%	-$444	0.01%	1060
2025 Q3	$405K	Buy	9,877 +301	+3%	+$11.7K	0.01%	1036
2025 Q2	$324K	Sell	9,576 -360	-4%	-$11.1K	0.01%	1027
2025 Q1	$304K	Buy	+9,936	New	+$331K	0.01%	901
2021 Q4	–	Sell	-465	Closed	-$7K	–	1701
2021 Q3	$7K	Hold	465	–	–	﹤0.01%	1536
2021 Q2	$7K	Buy	465 +162	+53%	+$2.56K	﹤0.01%	1639
2021 Q1	$4K	Buy	+303	New	+$4.66K	﹤0.01%	1430
2020 Q2	–	Sell	-22	Closed	-$204	–	1147
2020 Q1	$204	Buy	+22	New	+$254	﹤0.01%	1084

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its UBS Group (UBS) stake by 47% in Q2 2026, selling an estimated $227K and leaving 5,688 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Arkadios Wealth Advisors first reported a position in UBS in Q1 2020 and has held it in 10 quarters since. The position peaked at $457K in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Arkadios Wealth Advisors held 5,688 shares of UBS Group worth $282K as of Q2 2026.
Arkadios Wealth Advisors sold 4,988 UBS Group shares in Q2 2026, an estimated $227K.
UBS Group made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1436 holding.
Arkadios Wealth Advisors first reported a position in UBS Group in Q1 2020 and has held it in 10 quarters since.
Arkadios Wealth Advisors's UBS Group position peaked at $457K in Q4 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.