MHR
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Matthew Hamilton Rosenberg’s UBS Group UBS Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$193K Hold
4,001
– – 0.03% 235
2026
Q2 		$198K Buy
4,001
+1,334
+50% +$60.8K 0.04% 228
2026
Q1 		$104K Hold
2,667
– – 0.02% 321
2025
Q4 		$124K Sell
2,667
-81
-3% -$3.27K 0.03% 293
2025
Q3 		$113K Hold
2,748
– – 0.02% 307
2025
Q2 		$92.9K Buy
2,748
+124
+5% +$3.84K 0.02% 345
2025
Q1 		$80.4K Hold
2,624
– – 0.02% 346
2024
Q4 		$79.6K Hold
2,624
– – 0.02% 346
2024
Q3 		$81.1K Buy
2,624
+355
+16% +$10.7K 0.02% 354
2024
Q2 		$67.9K Sell
2,269
-355
-14% -$10.6K 0.02% 372
2024
Q1 		$80K Buy
2,624
+167
+7% +$4.93K 0.02% 355
2023
Q4 		$75.9K Hold
2,457
– – 0.02% 358
2023
Q3 		$60.6K Hold
2,457
– – 0.02% 390
2023
Q2 		$49.8K Hold
2,457
– – 0.02% 432
2023
Q1 		$52.4K Hold
2,457
– – 0.02% 454
2022
Q4 		$45.9K Buy
2,457
+355
+17% +$6.04K 0.02% 481
2022
Q3 		$30K Buy
2,102
+37
+2% +$592 0.01% 535
2022
Q2 		$33K Hold
2,065
– – 0.01% 533
2022
Q1 		$40K Hold
2,065
– – 0.01% 487
2021
Q4 		$37K Sell
2,065
-503
-20% -$8.86K 0.01% 464
2021
Q3 		$41K Hold
2,568
– – 0.02% 422
2021
Q2 		$39K Hold
2,568
– – 0.02% 397
2021
Q1 		$40K Hold
2,568
– – 0.02% 371
2020
Q4 		$36K Hold
2,568
– – 0.02% 364
2020
Q3 		$29K Hold
2,568
– – 0.02% 361
2020
Q2 		$30K Buy
+2,568
New +$26.4K 0.02% 364

Other funds holding UBS

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Matthew Hamilton Rosenberg's UBS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its UBS Group (UBS) position steady in Q3 2026 at 4,001 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #235.

Matthew Hamilton Rosenberg first reported a position in UBS in Q2 2020 and has held it in 26 quarters since. The position peaked at $198K in Q2 2026. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Matthew Hamilton Rosenberg held 4,001 shares of UBS Group worth $193K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #235 holding.
  • Matthew Hamilton Rosenberg first reported a position in UBS Group in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's UBS Group position peaked at $198K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.