Traphagen Investment Advisors’s UBS Group UBS Stock Holding History

Traphagen Investment 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	$394K	Sell	7,958 -1,787	-18%	-$81.4K	0.03%	141
2026 Q1	$381K	Buy	+9,745	New	+$417K	0.03%	140

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Traphagen Investment Advisors's UBS Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its UBS Group (UBS) stake by 18% in Q2 2026, selling an estimated $81.4K and leaving 7,958 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #141.

Traphagen Investment Advisors first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Traphagen Investment Advisors held 7,958 shares of UBS Group worth $394K as of Q2 2026.
Traphagen Investment Advisors sold 1,787 UBS Group shares in Q2 2026, an estimated $81.4K.
UBS Group made up 0.03% of Traphagen Investment Advisors's portfolio in Q2 2026, its #141 holding.
Traphagen Investment Advisors first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.