Grey Fox Wealth Advisors’s UBS Group UBS Stock Holding History

Grey Fox 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
2025 Q4	–	Sell	-47	Closed	-$1.93K	–	566
2025 Q3	$1.93K	Buy	+47	New	+$1.82K	﹤0.01%	542
2023 Q2	–	Sell	-47	Closed	-$1K	–	476
2023 Q1	$1K	Hold	47	–	–	﹤0.01%	459
2022 Q4	$877	Buy	+47	New	+$799	﹤0.01%	365

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Grey Fox Wealth Advisors's UBS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of UBS Group (UBS) in Q4 2025, closing a stake of 47 shares — an estimated $1.93K sold.

Grey Fox Wealth Advisors first reported a position in UBS in Q4 2022 and held it in 3 quarters. The position peaked at $1.93K in Q3 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 47 UBS Group shares in Q4 2025, an estimated $1.93K.
Grey Fox Wealth Advisors first reported a position in UBS Group in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's UBS Group position peaked at $1.93K in Q3 2025.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.