Carson Wealth (CWM LLC)’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 | $439K | Buy |
11,249
+1,668
| +17% | +$71.4K | ﹤0.01% | 2106 |
|
|
2025
Q4 | $444K | Buy |
9,581
+822
| +9% | +$33.2K | ﹤0.01% | 1995 |
|
|
2025
Q3 | $359K | Buy |
8,759
+2,193
| +33% | +$85.2K | ﹤0.01% | 1988 |
|
|
2025
Q2 | $222K | Sell |
6,566
-306
| -4% | -$9.47K | ﹤0.01% | 2085 |
|
|
2025
Q1 | $210K | Sell |
6,872
-434
| -6% | -$14.5K | ﹤0.01% | 1898 |
|
|
2024
Q4 | $222K | Sell |
7,306
-41
| -0.6% | -$1.3K | ﹤0.01% | 1765 |
|
|
2024
Q3 | $227K | Sell |
7,347
-271
| -4% | -$8.14K | ﹤0.01% | 1692 |
|
|
2024
Q2 | $225K | Buy |
7,618
+555
| +8% | +$16.5K | ﹤0.01% | 1534 |
|
|
2024
Q1 | $217K | Buy |
7,063
+1,121
| +19% | +$33.1K | ﹤0.01% | 1478 |
|
|
2023
Q4 | $184K | Sell |
5,942
-98
| -2% | -$2.58K | ﹤0.01% | 1455 |
|
|
2023
Q3 | $149K | Sell |
6,040
-14
| -0.2% | -$327 | ﹤0.01% | 1433 |
|
|
2023
Q2 | $123K | Sell |
6,054
-907
| -13% | -$18.2K | ﹤0.01% | 1464 |
|
|
2023
Q1 | $149K | Buy |
6,961
+464
| +7% | +$9.68K | ﹤0.01% | 1321 |
|
|
2022
Q4 | $121K | Buy |
6,497
+1,825
| +39% | +$31K | ﹤0.01% | 1296 |
|
|
2022
Q3 | $68K | Sell |
4,672
-72
| -2% | -$1.15K | ﹤0.01% | 1514 |
|
|
2022
Q2 | $77K | Buy |
4,744
+276
| +6% | +$4.84K | ﹤0.01% | 1423 |
|
|
2022
Q1 | $87K | Buy |
4,468
+2,715
| +155% | +$51.4K | ﹤0.01% | 1383 |
|
|
2021
Q4 | $31K | Buy |
+1,753
| New | +$30.9K | ﹤0.01% | 1774 |
|
|
2021
Q2 | $9K | Hold |
602
| – | – | ﹤0.01% | 2164 |
|
|
2021
Q1 | $9K | Hold |
602
| – | – | ﹤0.01% | 2164 |
|
|
2020
Q4 | $9K | Hold |
602
| – | – | ﹤0.01% | 2164 |
|
|
2020
Q3 | $9K | Hold |
602
| – | – | ﹤0.01% | 2164 |
|
|
2020
Q2 | $9K | Hold |
602
| – | – | ﹤0.01% | 2164 |
|
|
2020
Q1 | $9K | Hold |
602
| – | – | ﹤0.01% | 2163 |
|
|
2019
Q4 | $9K | Hold |
602
| – | – | ﹤0.01% | 2163 |
|
|
2019
Q3 | $9K | Hold |
602
| – | – | ﹤0.01% | 2163 |
|
|
2019
Q2 | $9K | Hold |
602
| – | – | ﹤0.01% | 2162 |
|
|
2019
Q1 | $9K | Sell |
602
-2,271
| -79% | -$28.8K | ﹤0.01% | 2162 |
|
|
2018
Q4 | $36K | Buy |
2,873
+1,873
| +187% | +$25.4K | ﹤0.01% | 967 |
|
|
2018
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 1021 |
|
|
2018
Q2 | $15K | Sell |
1,000
-260
| -21% | -$4.23K | ﹤0.01% | 899 |
|
|
2018
Q1 | $22K | Sell |
1,260
-90
| -7% | -$1.71K | ﹤0.01% | 692 |
|
|
2017
Q4 | $25K | Buy |
1,350
+122
| +10% | +$2.12K | ﹤0.01% | 661 |
|
|
2017
Q3 | $21K | Buy |
1,228
+228
| +23% | +$3.9K | ﹤0.01% | 699 |
|
|
2017
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 673 |
|
|
2017
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 655 |
|
|
2016
Q4 | $16K | Sell |
1,000
-245
| -20% | -$3.69K | ﹤0.01% | 640 |
|
|
2016
Q3 | $17K | Buy |
+1,245
| New | +$16.9K | ﹤0.01% | 579 |
|
|
2016
Q1 | – | Sell |
-94
| Closed | -$2K | – | 816 |
|
|
2015
Q4 | $2K | Buy |
+94
| New | +$1.83K | ﹤0.01% | 607 |
|
Other funds holding UBS
CCI
Carson Wealth (CWM LLC)'s UBS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its UBS Group (UBS) stake by 17% in Q1 2026, buying an estimated $71.4K and bringing the position to 11,249 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.
Carson Wealth (CWM LLC) first reported a position in UBS in Q4 2015 and has held it in 39 quarters since. The position peaked at $444K in Q4 2025. 684 funds tracked by Wall St. Rank hold UBS as of Q1 2026.
- Carson Wealth (CWM LLC) held 11,249 shares of UBS Group worth $439K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,668 UBS Group shares in Q1 2026, an estimated $71.4K.
- UBS Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2106 holding.
- Carson Wealth (CWM LLC) first reported a position in UBS Group in Q4 2015 and has held it in 39 quarters since.
- Carson Wealth (CWM LLC)'s UBS Group position peaked at $444K in Q4 2025.
- 684 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.