Beacon Capital Management LLC (Tennessee)’s UBS Group UBS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-114	Closed	-$3.85K	–	944
2025 Q2	$3.85K	Buy	114 +3	+3%	+$93	﹤0.01%	805
2025 Q1	$3.4K	Hold	111	–	–	﹤0.01%	844
2024 Q4	$3.37K	Hold	111	–	–	﹤0.01%	803
2024 Q3	$3.43K	Hold	111	–	–	﹤0.01%	895
2024 Q2	$3.28K	Hold	111	–	–	﹤0.01%	780
2024 Q1	$3.41K	Hold	111	–	–	﹤0.01%	781
2023 Q4	$2.74K	Hold	111	–	–	﹤0.01%	755
2023 Q3	$2.25K	Hold	111	–	–	﹤0.01%	827
2023 Q2	$2.25K	Buy	+111	New	+$2.23K	﹤0.01%	827

Other funds holding UBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s UBS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of UBS Group (UBS) in Q3 2025, closing a stake of 114 shares — an estimated $3.85K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UBS in Q2 2023 and held it in 9 quarters. The position peaked at $3.85K in Q2 2025. 618 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 114 UBS Group shares in Q3 2025, an estimated $3.85K.
Beacon Capital Management LLC (Tennessee) first reported a position in UBS Group in Q2 2023 and held it in 9 quarters.
Beacon Capital Management LLC (Tennessee)'s UBS Group position peaked at $3.85K in Q2 2025.
618 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.