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Stronghold Wealth Management’s UBS Group UBS Stock Holding History

Stronghold 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
Q2 		$207K Buy
+4,183
New +$191K 0.28% 119
2026
Q1 		– Sell
-4,901
Closed -$227K – 129
2025
Q4 		$227K Buy
+4,901
New +$198K 0.34% 96

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Stronghold Wealth Management's UBS Position: Q2 2026 in Review

Stronghold Wealth Management opened a new position in UBS Group (UBS) in Q2 2026: 4,183 shares worth $207K. The stake represents 0.28% of the portfolio and ranks #119 among its holdings. This is a return to the name: Stronghold Wealth Management previously reported a position in UBS as recently as Q4 2025.

Stronghold Wealth Management first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $227K in Q4 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Stronghold Wealth Management held 4,183 shares of UBS Group worth $207K as of Q2 2026.
  • UBS Group was a new Stronghold Wealth Management position in Q2 2026.
  • UBS Group made up 0.28% of Stronghold Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Stronghold Wealth Management first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • Stronghold Wealth Management's UBS Group position peaked at $227K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.