Fortis Capital Advisors’s UBS Group UBS Stock Holding History

Fortis Capital 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
2025 Q2	–	Sell	-20,850	Closed	-$639K	–	287
2025 Q1	$639K	Buy	+20,850	New	+$695K	0.13%	135

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fortis Capital Advisors's UBS Position: Q2 2025 in Review

Fortis Capital Advisors sold out of UBS Group (UBS) in Q2 2025, closing a stake of 20,850 shares — an estimated $639K sold.

Fortis Capital Advisors first reported a position in UBS in Q1 2025 and held it in 1 quarter. The position peaked at $639K in Q1 2025. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Fortis Capital Advisors reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
Fortis Capital Advisors sold 20,850 UBS Group shares in Q2 2025, an estimated $639K.
Fortis Capital Advisors first reported a position in UBS Group in Q1 2025 and held it in 1 quarter.
Fortis Capital Advisors's UBS Group position peaked at $639K in Q1 2025.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.