Sax Wealth Advisors’s UBS Group UBS Stock Holding History

Sax 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	$535K	Sell	13,693 -297	-2%	-$13.5K	0.02%	327
2026 Q1	$648K	Hold	13,990	–	–	0.03%	249
2025 Q4	$648K	Buy	13,990 +186	+1%	+$7.51K	0.03%	254
2025 Q3	$566K	Buy	13,804 +30	+0.2%	+$1.17K	0.03%	255
2025 Q2	$466K	Sell	13,774 -862	-6%	-$26.7K	0.03%	269
2025 Q1	$448K	Buy	14,636 +3,375	+30%	+$113K	0.03%	235
2024 Q4	$341K	Sell	11,261 -1,582	-12%	-$50.1K	0.03%	245
2024 Q3	$397K	Buy	12,843 +1,070	+9%	+$32.2K	0.04%	186
2024 Q2	$348K	Buy	+11,773	New	+$350K	0.03%	186

Other funds holding UBS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

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

Sax Wealth Advisors reduced its UBS Group (UBS) stake by 2.1% in Q2 2026, selling an estimated $13.5K and leaving 13,693 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #327.

Sax Wealth Advisors first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $648K in Q1 2026. 144 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Sax Wealth Advisors held 13,693 shares of UBS Group worth $535K as of Q2 2026.
Sax Wealth Advisors sold 297 UBS Group shares in Q2 2026, an estimated $13.5K.
UBS Group made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #327 holding.
Sax Wealth Advisors first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's UBS Group position peaked at $648K in Q1 2026.
144 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.