Navalign LLC’s UBS Group UBS Stock Holding History

Navalign LLC’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	–	Sell	-688	Closed	-$31.9K	–	450
2025 Q4	$31.9K	Buy	+688	New	+$27.8K	0.01%	229

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Navalign LLC's UBS Position: Q1 2026 in Review

Navalign LLC sold out of UBS Group (UBS) in Q1 2026, closing a stake of 688 shares — an estimated $31.9K sold.

Navalign LLC first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $31.9K in Q4 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Navalign LLC reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 688 UBS Group shares in Q1 2026, an estimated $31.9K.
Navalign LLC first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
Navalign LLC's UBS Group position peaked at $31.9K in Q4 2025.
683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.