D'Orazio & Associates’s UBS Group UBS Stock Holding History

D'Orazio & Associates’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	$501K	Sell	10,117 -667	-6%	-$30.4K	0.06%	132
2026 Q1	$421K	Hold	10,784	–	–	0.05%	138
2025 Q4	$499K	Hold	10,784	–	–	0.06%	119
2025 Q3	$442K	Sell	10,784 -51	-0.5%	-$1.98K	0.06%	127
2025 Q2	$366K	Sell	10,835 -328	-3%	-$10.2K	0.05%	144
2025 Q1	$342K	Sell	11,163 -23	-0.2%	-$767	0.05%	148
2024 Q4	$339K	Sell	11,186 -8	-0.1%	-$254	0.05%	133
2024 Q3	$346K	Sell	11,194 -72	-0.6%	-$2.16K	0.05%	129
2024 Q2	$333K	Buy	11,266 +2	+0%	+$59	0.05%	116
2024 Q1	$346K	Buy	11,264 +381	+4%	+$11.3K	0.06%	114
2023 Q4	$336K	Buy	10,883 +199	+2%	+$5.23K	0.06%	100
2023 Q3	$263K	Buy	+10,684	New	+$250K	0.06%	105
2021 Q4	–	Sell	-955	Closed	-$15K	–	667
2021 Q3	$15K	Buy	+955	New	+$15.5K	﹤0.01%	463

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

D'Orazio & Associates's UBS Position: Q2 2026 in Review

D'Orazio & Associates reduced its UBS Group (UBS) stake by 6.2% in Q2 2026, selling an estimated $30.4K and leaving 10,117 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #132.

D'Orazio & Associates first reported a position in UBS in Q3 2021 and has held it in 13 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

D'Orazio & Associates held 10,117 shares of UBS Group worth $501K as of Q2 2026.
D'Orazio & Associates sold 667 UBS Group shares in Q2 2026, an estimated $30.4K.
UBS Group made up 0.06% of D'Orazio & Associates's portfolio in Q2 2026, its #132 holding.
D'Orazio & Associates first reported a position in UBS Group in Q3 2021 and has held it in 13 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.