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Mitchell & Pahl Private Wealth’s UBS Group UBS Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.53M Sell
51,081
-119
-0.2% -$5.42K 0.93% 42
2026
Q1 		$2M Sell
51,200
-549
-1% -$23.5K 0.81% 51
2025
Q4 		$2.4M Sell
51,749
-1,910
-4% -$77.2K 0.99% 37
2025
Q3 		$2.2M Sell
53,659
-1,016
-2% -$39.5K 0.92% 43
2025
Q2 		$1.85M Buy
54,675
+919
+2% +$28.4K 0.82% 45
2025
Q1 		$1.65M Sell
53,756
-1,641
-3% -$54.7K 0.77% 52
2024
Q4 		$1.68M Buy
55,397
+2,177
+4% +$69K 0.78% 49
2024
Q3 		$1.65M Sell
53,220
-61
-0.1% -$1.83K 0.77% 48
2024
Q2 		$1.57M Sell
53,281
-540
-1% -$16.1K 0.83% 47
2024
Q1 		$1.65M Sell
53,821
-289
-0.5% -$8.54K 0.87% 44
2023
Q4 		$1.67M Sell
54,110
-651
-1% -$17.1K 0.95% 37
2023
Q3 		$1.35M Buy
54,761
+1,860
+4% +$43.4K 0.8% 43
2023
Q2 		$1.07M Sell
52,901
-14
-0% -$281 0.65% 49
2023
Q1 		$1.13M Sell
52,915
-482
-0.9% -$10.1K 0.71% 51
2022
Q4 		$997K Buy
53,397
+7
+0% +$119 0.65% 54
2022
Q3 		$775K Buy
53,390
+825
+2% +$13.2K 0.57% 63
2022
Q2 		$853K Buy
52,565
+968
+2% +$17K 0.59% 60
2022
Q1 		$1.01M Buy
51,597
+3,287
+7% +$62.2K 0.64% 56
2021
Q4 		$863K Buy
48,310
+1,155
+2% +$20.3K 0.55% 62
2021
Q3 		$752K Buy
47,155
+672
+1% +$10.9K 0.54% 67
2021
Q2 		$713K Buy
46,483
+1,408
+3% +$22.2K 0.51% 71
2021
Q1 		$700K Buy
45,075
+1,964
+5% +$30.2K 0.54% 66
2020
Q4 		$609K Buy
+43,111
New +$571K 0.51% 66

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Mitchell & Pahl Private Wealth's UBS Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its UBS Group (UBS) stake by 0.23% in Q2 2026, selling an estimated $5.42K and leaving 51,081 shares worth $2.53M. The position accounts for 0.93% of the portfolio, ranked #42.

Mitchell & Pahl Private Wealth first reported a position in UBS in Q4 2020 and has held it in 23 quarters since. 108 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 51,081 shares of UBS Group worth $2.53M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 119 UBS Group shares in Q2 2026, an estimated $5.42K.
  • UBS Group made up 0.93% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #42 holding.
  • Mitchell & Pahl Private Wealth first reported a position in UBS Group in Q4 2020 and has held it in 23 quarters since.
  • 108 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.