OWA
UBS icon

Opal Wealth Advisors’s UBS Group UBS Stock Holding History

Opal Wealth Advisors’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 		– Sell
-2,506
Closed -$97.9K – 556
2026
Q1 		$97.9K Buy
+2,506
New +$107K 0.02% 285
2025
Q3 		– Sell
-3,653
Closed -$124K – 518
2025
Q2 		$124K Buy
3,653
+1,543
+73% +$47.7K 0.03% 248
2025
Q1 		$64.6K Buy
+2,110
New +$70.4K 0.02% 325
2024
Q3 		– Sell
-2,125
Closed -$62.8K – 1103
2024
Q2 		$62.8K Buy
2,125
+763
+56% +$22.7K 0.02% 331
2024
Q1 		$41.8K Buy
+1,362
New +$40.2K 0.01% 214

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Opal Wealth Advisors's UBS Position: Q2 2026 in Review

Opal Wealth Advisors sold out of UBS Group (UBS) in Q2 2026, closing a stake of 2,506 shares — an estimated $97.9K sold.

Opal Wealth Advisors first reported a position in UBS in Q1 2024 and held it in 5 quarters. The position peaked at $124K in Q2 2025. 115 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Opal Wealth Advisors reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,506 UBS Group shares in Q2 2026, an estimated $97.9K.
  • Opal Wealth Advisors first reported a position in UBS Group in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's UBS Group position peaked at $124K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.