Oliver Lagore Vanvalin Investment Group’s UBS Group UBS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$5.51K	Buy	+180	New	+$5.57K	﹤0.01%	483
2024 Q4	$5.46K	Hold	180	–	–	﹤0.01%	507
2024 Q3	$5.56K	Sell	180 -416	-70%	-$12.5K	﹤0.01%	492
2024 Q2	$17.6K	Buy	596 +416	+231%	+$12.4K	0.01%	349
2024 Q1	$5.53K	Hold	180	–	–	﹤0.01%	496
2023 Q4	$5.56K	Hold	180	–	–	﹤0.01%	503
2023 Q3	$4.44K	Buy	+180	New	+$4.2K	﹤0.01%	577

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's UBS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in UBS Group (UBS) in Q2 2025: 180 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in UBS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in UBS in Q3 2023 and has held it in 7 quarters since. The position peaked at $17.6K in Q2 2024. 597 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 180 shares of UBS Group worth $5.51K as of Q2 2025.
UBS Group was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
UBS Group made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #483 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in UBS Group in Q3 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's UBS Group position peaked at $17.6K in Q2 2024.
597 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.