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Coppell Advisory Solutions’s UBS Group UBS Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-487
Closed -$14.9K – 1767
2024
Q4 		$14.9K Buy
487
+216
+80% +$6.85K ﹤0.01% 973
2024
Q3 		$8.41K Hold
271
– – ﹤0.01% 1132
2024
Q2 		$8.01K Buy
+271
New +$8.06K ﹤0.01% 1085
2023
Q4 		$8.37K Buy
+271
New +$7.13K ﹤0.01% 975
2023
Q3 		– Sell
-271
Closed -$5.42K – 1549
2023
Q2 		$5.42K Buy
+271
New +$5.45K ﹤0.01% 836

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Coppell Advisory Solutions's UBS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of UBS Group (UBS) in Q1 2025, closing a stake of 487 shares — an estimated $14.9K sold.

Coppell Advisory Solutions first reported a position in UBS in Q2 2023 and held it in 5 quarters. The position peaked at $14.9K in Q4 2024. 584 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining UBS Group position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 487 UBS Group shares in Q1 2025, an estimated $14.9K.
  • Coppell Advisory Solutions first reported a position in UBS Group in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's UBS Group position peaked at $14.9K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.