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Corient IA’s UBS Group UBS Stock Holding History

Corient IA’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$676K Hold
20,000
– – 0.4% 76
2025
Q1 		$613K Buy
+20,000
New +$613K 0.44% 66