QWM
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Quaker Wealth Management’s UBS Group UBS Stock Holding History

Quaker Wealth Management’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
-126
Closed -$5.84K – 1045
2025
Q4 		$5.84K Buy
+126
New +$5.09K ﹤0.01% 348

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Quaker Wealth Management's UBS Position: Q1 2026 in Review

Quaker Wealth Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 126 shares — an estimated $5.84K sold.

Quaker Wealth Management first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $5.84K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Quaker Wealth Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 126 UBS Group shares in Q1 2026, an estimated $5.84K.
  • Quaker Wealth Management first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
  • Quaker Wealth Management's UBS Group position peaked at $5.84K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.