Clearstead Advisors’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
Q2 | $1.51M | Sell |
30,424
-14,825
| -33% | -$675K | 0.01% | 441 |
|
|
2026
Q1 | $1.77M | Buy |
45,249
+29,678
| +191% | +$1.27M | 0.02% | 391 |
|
|
2025
Q4 | $721K | Hold |
15,571
| – | – | 0.01% | 551 |
|
|
2025
Q3 | $638K | Hold |
15,571
| – | – | 0.01% | 559 |
|
|
2025
Q2 | $527K | Sell |
15,571
-40
| -0.3% | -$1.24K | 0.01% | 602 |
|
|
2025
Q1 | $478K | Buy |
15,611
+30
| +0.2% | +$1K | 0.01% | 592 |
|
|
2024
Q4 | $472K | Sell |
15,581
-2,842
| -15% | -$90.1K | 0.01% | 591 |
|
|
2024
Q3 | $569K | Hold |
18,423
| – | – | 0.01% | 540 |
|
|
2024
Q2 | $544K | Buy |
18,423
+2,751
| +18% | +$81.8K | 0.01% | 521 |
|
|
2024
Q1 | $465K | Hold |
15,672
| – | – | 0.02% | 321 |
|
|
2023
Q4 | $484K | Sell |
15,672
-15,672
| -50% | -$412K | 0.03% | 312 |
|
|
2023
Q3 | $773K | Buy |
31,344
+15,672
| +100% | +$366K | 0.02% | 342 |
|
|
2023
Q2 | $318K | Buy |
15,672
+101
| +0.6% | +$2.03K | 0.02% | 360 |
|
|
2023
Q1 | $332K | Sell |
15,571
-1,345
| -8% | -$28.1K | 0.02% | 322 |
|
|
2022
Q4 | $316K | Hold |
16,916
| – | – | 0.02% | 323 |
|
|
2022
Q3 | $245K | Hold |
16,916
| – | – | 0.02% | 337 |
|
|
2022
Q2 | $274K | Hold |
16,916
| – | – | 0.02% | 332 |
|
|
2022
Q1 | $331K | Hold |
16,916
| – | – | 0.02% | 331 |
|
|
2021
Q4 | $302K | Hold |
16,916
| – | – | 0.02% | 327 |
|
|
2021
Q3 | $270K | Buy |
16,916
+1,345
| +9% | +$21.8K | 0.02% | 329 |
|
|
2021
Q2 | $239K | Hold |
15,571
| – | – | 0.02% | 321 |
|
|
2021
Q1 | $242K | Hold |
15,571
| – | – | 0.02% | 309 |
|
|
2020
Q4 | $220K | Buy |
15,571
+571
| +4% | +$7.56K | 0.02% | 308 |
|
|
2020
Q3 | $167K | Sell |
15,000
-5,000
| -25% | -$59.9K | 0.02% | 298 |
|
|
2020
Q2 | $231K | Hold |
20,000
| – | – | 0.03% | 253 |
|
|
2020
Q1 | $185K | Sell |
20,000
-2,864
| -13% | -$33K | 0.03% | 247 |
|
|
2019
Q4 | $288K | Buy |
22,864
+2,864
| +14% | +$34.1K | 0.03% | 230 |
|
|
2019
Q3 | $226K | Hold |
20,000
| – | – | 0.03% | 243 |
|
|
2019
Q2 | $237K | Hold |
20,000
| – | – | 0.03% | 245 |
|
|
2019
Q1 | $242K | Hold |
20,000
| – | – | 0.03% | 235 |
|
|
2018
Q4 | $248K | Hold |
20,000
| – | – | 0.04% | 219 |
|
|
2018
Q3 | $315K | Hold |
20,000
| – | – | 0.04% | 193 |
|
|
2018
Q2 | $307K | Hold |
20,000
| – | – | 0.04% | 190 |
|
|
2018
Q1 | $353K | Sell |
20,000
-10,000
| -33% | -$190K | 0.05% | 170 |
|
|
2017
Q4 | $552K | Hold |
30,000
| – | – | 0.07% | 136 |
|
|
2017
Q3 | $515K | Sell |
30,000
-264
| -0.9% | -$4.51K | 0.07% | 151 |
|
|
2017
Q2 | $514K | Buy |
30,264
+264
| +0.9% | +$4.29K | 0.08% | 146 |
|
|
2017
Q1 | $479K | Hold |
30,000
| – | – | 0.07% | 148 |
|
|
2016
Q4 | $470K | Buy |
+30,000
| New | +$452K | 0.08% | 136 |
|
Other funds holding UBS
CCI
Clearstead Advisors's UBS Position: Q2 2026 in Review
Clearstead Advisors reduced its UBS Group (UBS) stake by 33% in Q2 2026, selling an estimated $675K and leaving 30,424 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #441.
Clearstead Advisors first reported a position in UBS in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.77M in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.
- Clearstead Advisors held 30,424 shares of UBS Group worth $1.51M as of Q2 2026.
- Clearstead Advisors sold 14,825 UBS Group shares in Q2 2026, an estimated $675K.
- UBS Group made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #441 holding.
- Clearstead Advisors first reported a position in UBS Group in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's UBS Group position peaked at $1.77M in Q1 2026.
- 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.