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Golden State Equity Partners’s UBS Group UBS Stock Holding History

Golden State Equity Partners’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
-60
Closed -$2.34K – 1653
2026
Q1 		$2.34K Buy
+60
New +$2.57K ﹤0.01% 1645

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Zurich Cantonal Bank
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CCI
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Pictet Asset Management
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Golden State Equity Partners's UBS Position: Q2 2026 in Review

Golden State Equity Partners sold out of UBS Group (UBS) in Q2 2026, closing a stake of 60 shares — an estimated $2.34K sold.

Golden State Equity Partners first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $2.34K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Golden State Equity Partners reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 60 UBS Group shares in Q2 2026, an estimated $2.34K.
  • Golden State Equity Partners first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's UBS Group position peaked at $2.34K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.