Manchester Capital Management’s UBS Group UBS Stock Holding History

Manchester Capital 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 Q1	$7.27K	Hold	186	–	–	﹤0.01%	834
2025 Q4	$8.61K	Buy	186 +124	+200%	+$5.01K	﹤0.01%	814
2025 Q3	$2.54K	Buy	+62	New	+$2.41K	﹤0.01%	1045
2022 Q1	–	Sell	-35	Closed	-$1K	–	1095
2021 Q4	$1K	Hold	35	–	–	﹤0.01%	985
2021 Q3	$1K	Sell	35 -66	-65%	-$1.07K	﹤0.01%	1004
2021 Q2	$2K	Buy	+101	New	+$1.59K	﹤0.01%	717
2015 Q1	–	Sell	-7,483	Closed	-$128K	–	870
2014 Q4	$128K	Buy	+7,483	New	+$128K	0.02%	483

Other funds holding UBS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Manchester Capital Management's UBS Position: Q1 2026 in Review

Manchester Capital Management held its UBS Group (UBS) position steady in Q1 2026 at 186 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Manchester Capital Management first reported a position in UBS in Q4 2014 and has held it in 7 quarters since. The position peaked at $128K in Q4 2014. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Manchester Capital Management held 186 shares of UBS Group worth $7.27K as of Q1 2026.
Manchester Capital Management left its UBS Group share count unchanged in Q1 2026.
UBS Group made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #834 holding.
Manchester Capital Management first reported a position in UBS Group in Q4 2014 and has held it in 7 quarters since.
Manchester Capital Management's UBS Group position peaked at $128K in Q4 2014.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.