ORG Wealth Partners’s UBS Group UBS Stock Holding History

ORG Wealth Partners’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	–	Sell	-170	Closed	-$5.16K	–	687
2025 Q1	$5.16K	Sell	170 -11	-6%	-$367	﹤0.01%	608
2024 Q4	$5.49K	Hold	181	–	–	﹤0.01%	411
2024 Q3	$5.59K	Buy	+181	New	+$5.44K	﹤0.01%	394

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

ORG Wealth Partners's UBS Position: Q2 2025 in Review

ORG Wealth Partners sold out of UBS Group (UBS) in Q2 2025, closing a stake of 170 shares — an estimated $5.16K sold.

ORG Wealth Partners first reported a position in UBS in Q3 2024 and held it in 3 quarters. The position peaked at $5.59K in Q3 2024. 596 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

ORG Wealth Partners reported no remaining UBS Group position as of Q2 2025 after selling out during the quarter.
ORG Wealth Partners sold 170 UBS Group shares in Q2 2025, an estimated $5.16K.
ORG Wealth Partners first reported a position in UBS Group in Q3 2024 and held it in 3 quarters.
ORG Wealth Partners's UBS Group position peaked at $5.59K in Q3 2024.
596 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on ORG Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.