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 Q2	$9.91K	Hold	200	–	–	﹤0.01%	356
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

CCI

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MPWM Advisory Solutions's UBS Position: Q2 2026 in Review

MPWM Advisory Solutions held its UBS Group (UBS) position steady in Q2 2026 at 200 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

MPWM Advisory Solutions first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

MPWM Advisory Solutions held 200 shares of UBS Group worth $9.91K as of Q2 2026.
MPWM Advisory Solutions left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #356 holding.
MPWM Advisory Solutions first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.