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MPWM Advisory Solutions’s UBS Group UBS Stock Holding History

MPWM Advisory Solutions’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 		$7.81K Hold
200
– – ﹤0.01% 367
2025
Q4 		$9.26K Hold
200
– – 0.01% 330
2025
Q3 		$8.2K Hold
200
– – ﹤0.01% 312
2025
Q2 		$6.76K Hold
200
– – ﹤0.01% 328
2025
Q1 		$6.13K Hold
200
– – ﹤0.01% 341
2024
Q4 		$6.06K Buy
+200
New +$6.34K ﹤0.01% 358

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
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

MPWM Advisory Solutions's UBS Position: Q1 2026 in Review

MPWM Advisory Solutions held its UBS Group (UBS) position steady in Q1 2026 at 200 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

MPWM Advisory Solutions first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.26K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • MPWM Advisory Solutions held 200 shares of UBS Group worth $7.81K as of Q1 2026.
  • MPWM Advisory Solutions left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #367 holding.
  • MPWM Advisory Solutions first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's UBS Group position peaked at $9.26K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.