Summit Trail Advisors’s UBS Group UBS Stock Holding History

Summit Trail Advisors’s Portfolio UBS Stock Details UBS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Buy
2025 Q4	$208K	Sell
2025 Q3	$365K	Buy
2025 Q2	$234K	Sell
2025 Q1	$227K	Buy
2018 Q4	–	Sell
2018 Q3	$348K	Buy
2018 Q2	$312K	Sell
2018 Q1	$1.53M	Buy
2017 Q4	$1.83M	Buy