Sound Income Strategies’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,378
| Closed | -$54.8K | – | 2263 |
|
|
2026
Q1 | $54.8K | Buy |
1,378
+11
| +0.8% | +$471 | ﹤0.01% | 787 |
|
|
2025
Q4 | $64.8K | Buy |
1,367
+829
| +154% | +$33.5K | ﹤0.01% | 703 |
|
|
2025
Q3 | $21.6K | Hold |
538
| – | – | ﹤0.01% | 790 |
|
|
2025
Q2 | $18.2K | Hold |
538
| – | – | ﹤0.01% | 771 |
|
|
2025
Q1 | $16.5K | Hold |
538
| – | – | ﹤0.01% | 763 |
|
|
2024
Q4 | $16.3K | Sell |
538
-294
| -35% | -$9.32K | ﹤0.01% | 722 |
|
|
2024
Q3 | $25.7K | Buy |
832
+128
| +18% | +$3.85K | ﹤0.01% | 588 |
|
|
2024
Q2 | $20.8K | Buy |
704
+270
| +62% | +$8.03K | ﹤0.01% | 621 |
|
|
2024
Q1 | $13.3K | Hold |
434
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $13.4K | Hold |
434
| – | – | ﹤0.01% | 672 |
|
|
2023
Q3 | $10.7K | Hold |
434
| – | – | ﹤0.01% | 575 |
|
|
2023
Q2 | $8.8K | Hold |
434
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $9.26K | Hold |
434
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $8.1K | Hold |
434
| – | – | ﹤0.01% | 565 |
|
|
2022
Q3 | $6K | Hold |
434
| – | – | ﹤0.01% | 568 |
|
|
2022
Q2 | $7K | Hold |
434
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $8K | Hold |
434
| – | – | ﹤0.01% | 523 |
|
|
2021
Q4 | $8K | Hold |
434
| – | – | ﹤0.01% | 516 |
|
|
2021
Q3 | $7K | Hold |
434
| – | – | ﹤0.01% | 526 |
|
|
2021
Q2 | $7K | Hold |
434
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $6.74K | Hold |
434
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $6K | Hold |
434
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $5K | Hold |
434
| – | – | ﹤0.01% | 547 |
|
|
2020
Q2 | $5K | Hold |
434
| – | – | ﹤0.01% | 510 |
|
|
2020
Q1 | $4K | Sell |
434
-529
| -55% | -$6.1K | ﹤0.01% | 502 |
|
|
2019
Q4 | $12K | Hold |
963
| – | – | ﹤0.01% | 311 |
|
|
2019
Q3 | $11K | Buy |
963
+434
| +82% | +$4.88K | ﹤0.01% | 308 |
|
|
2019
Q2 | $6K | Buy |
529
+29
| +6% | +$355 | ﹤0.01% | 423 |
|
|
2019
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 421 |
|
|
2018
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 423 |
|
|
2018
Q3 | $8K | Sell |
500
-2,162
| -81% | -$34K | ﹤0.01% | 394 |
|
|
2018
Q2 | $41K | Buy |
2,662
+2,162
| +432% | +$35.2K | 0.02% | 133 |
|
|
2018
Q1 | $9K | Buy |
+500
| New | +$9.51K | 0.01% | 306 |
|
Other funds holding UBS
Sound Income Strategies's UBS Position: Q2 2026 in Review
Sound Income Strategies sold out of UBS Group (UBS) in Q2 2026, closing a stake of 1,378 shares — an estimated $54.8K sold.
Sound Income Strategies first reported a position in UBS in Q1 2018 and held it in 33 quarters. The position peaked at $64.8K in Q4 2025. 535 funds tracked by Wall St. Rank hold UBS as of Q2 2026.
- Sound Income Strategies reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 1,378 UBS Group shares in Q2 2026, an estimated $54.8K.
- Sound Income Strategies first reported a position in UBS Group in Q1 2018 and held it in 33 quarters.
- Sound Income Strategies's UBS Group position peaked at $64.8K in Q4 2025.
- 535 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.