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Coston McIsaac & Partners’s UBS Group UBS Stock Holding History

Coston McIsaac & Partners’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 		$2K Hold
52
– – ﹤0.01% 777
2026
Q1 		$2K Hold
52
– – ﹤0.01% 768
2025
Q4 		$2K Buy
+52
New +$2.1K ﹤0.01% 760

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Coston McIsaac & Partners's UBS Position: Q2 2026 in Review

Coston McIsaac & Partners held its UBS Group (UBS) position steady in Q2 2026 at 52 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Coston McIsaac & Partners first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Coston McIsaac & Partners held 52 shares of UBS Group worth $2K as of Q2 2026.
  • Coston McIsaac & Partners left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #777 holding.
  • Coston McIsaac & Partners first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.