Fox Run Management’s UBS Group UBS Stock Holding History

Fox Run Management’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	–	Sell	-27,520	Closed	-$1.01M	–	1311
2026 Q1	$1.01M	Buy	+27,520	New	+$1.18M	0.18%	173
2025 Q3	–	Sell	-8,573	Closed	-$290K	–	1251
2025 Q2	$290K	Buy	+8,573	New	+$265K	0.05%	648
2025 Q1	–	Sell	-28,788	Closed	-$873K	–	1250
2024 Q4	$873K	Buy	+28,788	New	+$912K	0.16%	208
2024 Q3	–	Sell	-15,186	Closed	-$449K	–	1111
2024 Q2	$449K	Buy	15,186 +5,679	+60%	+$169K	0.08%	444
2024 Q1	$292K	Sell	9,507 -1,379	-13%	-$40.7K	0.06%	543
2023 Q4	$336K	Buy	+10,886	New	+$286K	0.09%	457
2019 Q3	–	Sell	-17,619	Closed	-$209K	–	567
2019 Q2	$209K	Buy	+17,619	New	+$216K	0.14%	356
2017 Q3	–	Sell	-17,200	Closed	-$292K	–	874
2017 Q2	$292K	Buy	+17,200	New	+$280K	0.1%	422

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

Fox Run Management's UBS Position: Q2 2026 in Review

Fox Run Management sold out of UBS Group (UBS) in Q2 2026, closing a stake of 27,520 shares — an estimated $1.01M sold.

Fox Run Management first reported a position in UBS in Q2 2017 and held it in 8 quarters. The position peaked at $1.01M in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Fox Run Management reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Fox Run Management sold 27,520 UBS Group shares in Q2 2026, an estimated $1.01M.
Fox Run Management first reported a position in UBS Group in Q2 2017 and held it in 8 quarters.
Fox Run Management's UBS Group position peaked at $1.01M in Q1 2026.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.