Moisand Fitzgerald Tamayo’s UBS Group UBS Stock Holding History

Moisand Fitzgerald Tamayo’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
2025 Q3	–	Sell	-9	Closed	-$305	–	596
2025 Q2	$305	Hold	9	–	–	﹤0.01%	564
2025 Q1	$276	Hold	9	–	–	﹤0.01%	570
2024 Q4	$273	Hold	9	–	–	﹤0.01%	584
2024 Q3	$279	Hold	9	–	–	﹤0.01%	597
2024 Q2	$266	Hold	9	–	–	﹤0.01%	574
2024 Q1	$277	Hold	9	–	–	﹤0.01%	552
2023 Q4	$279	Hold	9	–	–	﹤0.01%	620
2023 Q3	$222	Hold	9	–	–	﹤0.01%	734
2023 Q2	$183	Buy	+9	New	+$181	﹤0.01%	731

Other funds holding UBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UBS Position: Q3 2025 in Review

Moisand Fitzgerald Tamayo sold out of UBS Group (UBS) in Q3 2025, closing a stake of 9 shares — an estimated $305 sold.

Moisand Fitzgerald Tamayo first reported a position in UBS in Q2 2023 and held it in 9 quarters. The position peaked at $305 in Q2 2025. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Moisand Fitzgerald Tamayo reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 9 UBS Group shares in Q3 2025, an estimated $305.
Moisand Fitzgerald Tamayo first reported a position in UBS Group in Q2 2023 and held it in 9 quarters.
Moisand Fitzgerald Tamayo's UBS Group position peaked at $305 in Q2 2025.
621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2025, filed 23 Oct 2025.