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Intentional Wealth Strategies’s UBS Group UBS Stock Holding History

Intentional Wealth Strategies’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
-70
Closed -$2.73K – 846
2026
Q1 		$2.73K Buy
+70
New +$3K ﹤0.01% 607

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Intentional Wealth Strategies's UBS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of UBS Group (UBS) in Q2 2026, closing a stake of 70 shares — an estimated $2.73K sold.

Intentional Wealth Strategies first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $2.73K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 70 UBS Group shares in Q2 2026, an estimated $2.73K.
  • Intentional Wealth Strategies first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's UBS Group position peaked at $2.73K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.