EverSource Wealth Advisors’s UBS Group UBS Stock Holding History

EverSource Wealth Advisors’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	$632K	Sell	12,751 -6,854	-35%	-$312K	0.02%	483
2026 Q1	$766K	Buy	19,605 +6,105	+45%	+$261K	0.02%	457
2025 Q4	$625K	Buy	13,500 +1,516	+13%	+$61.3K	0.02%	465
2025 Q3	$491K	Buy	11,984 +835	+7%	+$32.4K	0.02%	515
2025 Q2	$377K	Buy	11,149 +1,594	+17%	+$49.3K	0.02%	560
2025 Q1	$293K	Sell	9,555 -5,560	-37%	-$185K	0.02%	537
2024 Q4	$458K	Buy	15,115 +8,773	+138%	+$278K	0.03%	394
2024 Q3	$196K	Sell	6,342 -3,031	-32%	-$91.1K	0.01%	564
2024 Q2	$283K	Buy	9,373 +819	+10%	+$24.3K	0.02%	454
2024 Q1	$230K	Buy	8,554 +190	+2%	+$5.61K	0.02%	451
2023 Q4	$258K	Buy	8,364 +419	+5%	+$11K	0.02%	377
2023 Q3	$196K	Buy	7,945 +557	+8%	+$13K	0.02%	401
2023 Q2	$150K	Buy	7,388 +1,556	+27%	+$31.3K	0.02%	459
2023 Q1	$124K	Sell	5,832 -373	-6%	-$7.78K	0.02%	474
2022 Q4	$116K	Buy	6,205 +3,104	+100%	+$52.8K	0.02%	460
2022 Q3	$45K	Sell	3,101 -2,596	-46%	-$41.6K	0.01%	660
2022 Q2	$93K	Buy	5,697 +4,829	+556%	+$84.7K	0.02%	392
2022 Q1	$17K	Buy	868 +88	+11%	+$1.67K	﹤0.01%	772
2021 Q4	$14K	Buy	+780	New	+$13.7K	﹤0.01%	833

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

EverSource Wealth Advisors's UBS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its UBS Group (UBS) stake by 35% in Q2 2026, selling an estimated $312K and leaving 12,751 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #483.

EverSource Wealth Advisors first reported a position in UBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $766K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

EverSource Wealth Advisors held 12,751 shares of UBS Group worth $632K as of Q2 2026.
EverSource Wealth Advisors sold 6,854 UBS Group shares in Q2 2026, an estimated $312K.
UBS Group made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #483 holding.
EverSource Wealth Advisors first reported a position in UBS Group in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's UBS Group position peaked at $766K in Q1 2026.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.