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True Link Financial Advisors’s UBS Group UBS Stock Holding History

True Link Financial 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 		– Sell
-216
Closed -$8.44K – 379
2026
Q1 		$8.44K Buy
+216
New +$9.24K ﹤0.01% 333

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

True Link Financial Advisors's UBS Position: Q2 2026 in Review

True Link Financial Advisors sold out of UBS Group (UBS) in Q2 2026, closing a stake of 216 shares — an estimated $8.44K sold.

True Link Financial Advisors first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $8.44K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • True Link Financial Advisors reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 216 UBS Group shares in Q2 2026, an estimated $8.44K.
  • True Link Financial Advisors first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's UBS Group position peaked at $8.44K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.