Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s UBS Group UBS Stock Holding History

Envestnet Portfolio 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
Q2 		$540K Sell
2025
Q1 		$686K Sell
2024
Q4 		$1.62M Buy
2024
Q3 		$1.59M Sell
2024
Q2 		$1.56M Sell
2024
Q1 		$1.96M Sell
2023
Q4 		$2.19M Buy
2023
Q3 		$925K Buy