MCM
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Mitchell Capital Management’s UBS Group UBS Stock Holding History

Mitchell 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 		$2.63M Sell
67,377
-28,141
-29% -$1.2M 0.48% 65
2025
Q4 		$4.42M Sell
95,518
-2,359
-2% -$95.3K 0.79% 40
2025
Q3 		$4.01M Buy
97,877
+1,394
+1% +$54.1K 0.69% 50
2025
Q2 		$3.48M Sell
96,483
-13,862
-13% -$429K 0.65% 47
2025
Q1 		$3.38M Buy
110,345
+4,149
+4% +$138K 0.64% 51
2024
Q4 		$3.22M Sell
106,196
-2,629
-2% -$83.3K 0.56% 55
2024
Q3 		$3.36M Buy
108,825
+1,451
+1% +$43.6K 0.59% 55
2024
Q2 		$3.17M Sell
107,374
-1,180
-1% -$35.1K 0.56% 57
2024
Q1 		$3.33M Buy
108,554
+4,927
+5% +$146K 0.64% 51
2023
Q4 		$3.2M Sell
103,627
-2,547
-2% -$67K 0.67% 53
2023
Q3 		$2.62M Sell
106,174
-199
-0.2% -$4.65K 0.62% 59
2023
Q2 		$2.16M Buy
106,373
+31,172
+41% +$627K 0.49% 67
2023
Q1 		$1.6M Buy
75,201
+1,894
+3% +$39.5K 0.4% 83
2022
Q4 		$1.37M Buy
73,307
+451
+0.6% +$7.67K 0.38% 80
2022
Q3 		$1.06M Sell
72,856
-291
-0.4% -$4.66K 0.3% 91
2022
Q2 		$1.19M Buy
73,147
+441
+0.6% +$7.73K 0.33% 82
2022
Q1 		$1.42M Buy
+72,706
New +$1.38M 0.32% 81

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Zurich Cantonal Bank
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return