GC Wealth Management RIA’s UBS Group UBS Stock Holding History

GC Wealth Management RIA’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	$1.18M	Sell	23,818 -128	-0.5%	-$5.83K	0.07%	204
2026 Q1	$933K	Buy	23,946 +14,829	+163%	+$635K	0.04%	249
2025 Q4	$422K	Buy	9,117 +1,511	+20%	+$61.1K	0.02%	390
2025 Q3	$312K	Buy	+7,606	New	+$295K	0.01%	696

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

GC Wealth Management RIA's UBS Position: Q2 2026 in Review

GC Wealth Management RIA reduced its UBS Group (UBS) stake by 0.53% in Q2 2026, selling an estimated $5.83K and leaving 23,818 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #204.

GC Wealth Management RIA first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

GC Wealth Management RIA held 23,818 shares of UBS Group worth $1.18M as of Q2 2026.
GC Wealth Management RIA sold 128 UBS Group shares in Q2 2026, an estimated $5.83K.
UBS Group made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #204 holding.
GC Wealth Management RIA first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.