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Elevation Wealth Partners’s UBS Group UBS Stock Holding History

Elevation Wealth 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
Q3 		$12.6K Hold
261
– – ﹤0.01% 818
2026
Q2 		$12.9K Buy
+261
New +$11.9K ﹤0.01% 730

Other funds holding UBS

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Elevation Wealth Partners's UBS Position: Q3 2026 in Review

Elevation Wealth Partners held its UBS Group (UBS) position steady in Q3 2026 at 261 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Elevation Wealth Partners first reported a position in UBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.9K in Q2 2026. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Elevation Wealth Partners held 261 shares of UBS Group worth $12.6K as of Q3 2026.
  • Elevation Wealth Partners left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #818 holding.
  • Elevation Wealth Partners first reported a position in UBS Group in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's UBS Group position peaked at $12.9K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.