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Silicon Valley Capital Partners’s UBS Group UBS Stock Holding History

Silicon Valley Capital 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
Q4 		– Sell
-217
Closed -$8.9K – 298
2025
Q3 		$8.9K Buy
+217
New +$8.43K ﹤0.01% 215
2023
Q4 		– Sell
-615
Closed -$15.2K – 387
2023
Q3 		$15.2K Hold
615
– – ﹤0.01% 160
2023
Q2 		$12.5K Buy
+615
New +$12.4K ﹤0.01% 185

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Fisher Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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CCI
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Capital World Investors
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Silicon Valley Capital Partners's UBS Position: Q4 2025 in Review

Silicon Valley Capital Partners sold out of UBS Group (UBS) in Q4 2025, closing a stake of 217 shares — an estimated $8.9K sold.

Silicon Valley Capital Partners first reported a position in UBS in Q2 2023 and held it in 3 quarters. The position peaked at $15.2K in Q3 2023. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Silicon Valley Capital Partners reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 217 UBS Group shares in Q4 2025, an estimated $8.9K.
  • Silicon Valley Capital Partners first reported a position in UBS Group in Q2 2023 and held it in 3 quarters.
  • Silicon Valley Capital Partners's UBS Group position peaked at $15.2K in Q3 2023.
  • 690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q4 2025, filed 13 Feb 2026.