Bogart Wealth LLC’s UBS Group UBS Stock Holding History

Bogart Wealth LLC’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	$3.52K	Buy	71 +16	+29%	+$729	﹤0.01%	1308
2026 Q1	$2.15K	Hold	55	–	–	﹤0.01%	1262
2025 Q4	$2.55K	Hold	55	–	–	﹤0.01%	1136
2025 Q3	$2.25K	Hold	55	–	–	﹤0.01%	1133
2025 Q2	$1.86K	Hold	55	–	–	﹤0.01%	1127
2025 Q1	$1.69K	Buy	55 +7	+15%	+$233	﹤0.01%	1103
2024 Q4	$1.46K	Hold	48	–	–	﹤0.01%	1158
2024 Q3	$1.48K	Hold	48	–	–	﹤0.01%	996
2024 Q2	$1.42K	Hold	48	–	–	﹤0.01%	977
2024 Q1	$1.48K	Hold	48	–	–	﹤0.01%	938
2023 Q4	$1.48K	Hold	48	–	–	﹤0.01%	926
2023 Q3	$1.18K	Hold	48	–	–	﹤0.01%	945
2023 Q2	$973	Buy	48 +23	+92%	+$462	﹤0.01%	947
2023 Q1	$534	Buy	+25	New	+$522	﹤0.01%	1036

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

Bogart Wealth LLC's UBS Position: Q2 2026 in Review

Bogart Wealth LLC increased its UBS Group (UBS) stake by 29% in Q2 2026, buying an estimated $729 and bringing the position to 71 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Bogart Wealth LLC first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Bogart Wealth LLC held 71 shares of UBS Group worth $3.52K as of Q2 2026.
Bogart Wealth LLC bought 16 UBS Group shares in Q2 2026, an estimated $729.
UBS Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1308 holding.
Bogart Wealth LLC first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.