UBS AM
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UBS AM’s BrightView Holdings BV Stock Holding History

UBS AM’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Sell
134,370
-18,447
-12% -$231K ﹤0.01% 2074
2026
Q1 		$1.8M Buy
152,817
+13,624
+10% +$176K ﹤0.01% 2085
2025
Q4 		$1.76M Sell
139,193
-15,846
-10% -$201K ﹤0.01% 1937
2025
Q3 		$2.08M Sell
155,039
-80,745
-34% -$1.2M ﹤0.01% 1730
2025
Q2 		$3.93M Buy
235,784
+64,710
+38% +$968K ﹤0.01% 1822
2025
Q1 		$2.2M Buy
171,074
+28,491
+20% +$408K ﹤0.01% 1950
2024
Q4 		$2.28M Buy
142,583
+27,148
+24% +$452K ﹤0.01% 1973
2024
Q3 		$1.82M Sell
115,435
-7,731
-6% -$112K ﹤0.01% 2084
2024
Q2 		$1.64M Buy
123,166
+66,304
+117% +$845K ﹤0.01% 2105
2024
Q1 		$677K Hold
56,862
– – ﹤0.01% 2189
2023
Q4 		$479K Sell
56,862
-256
-0.4% -$1.95K ﹤0.01% 2329
2023
Q3 		$443K Buy
57,118
+15,989
+39% +$128K ﹤0.01% 2340
2023
Q2 		$231K Hold
41,129
– – ﹤0.01% 2541
2023
Q1 		$231K Hold
41,129
– – ﹤0.01% 2541
2022
Q4 		$283K Sell
41,129
-4,500
-10% -$34.7K ﹤0.01% 2348
2022
Q3 		$362K Sell
45,629
-4,240
-9% -$45.3K ﹤0.01% 2453
2022
Q2 		$598K Hold
49,869
– – ﹤0.01% 2237
2022
Q1 		$679K Hold
49,869
– – ﹤0.01% 2338
2021
Q4 		$702K Buy
49,869
+4,784
+11% +$72K ﹤0.01% 2391
2021
Q3 		$665K Hold
45,085
– – ﹤0.01% 2364
2021
Q2 		$727K Buy
45,085
+2,364
+6% +$41.5K ﹤0.01% 2377
2021
Q1 		$721K Hold
42,721
– – ﹤0.01% 2236
2020
Q4 		$646K Hold
42,721
– – ﹤0.01% 2198
2020
Q3 		$487K Buy
42,721
+800
+2% +$9.6K ﹤0.01% 2156
2020
Q2 		$470K Buy
41,921
+6,300
+18% +$76.3K ﹤0.01% 2148
2020
Q1 		$394K Sell
35,621
-2,083
-6% -$29.8K ﹤0.01% 2065
2019
Q4 		$636K Sell
37,704
-2,379
-6% -$41.4K ﹤0.01% 2137
2019
Q3 		$687K Buy
40,083
+15,083
+60% +$278K ﹤0.01% 2133
2019
Q2 		$468K Buy
+25,000
New +$418K ﹤0.01% 2242

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM's BV Position: Q2 2026 in Review

UBS AM reduced its BrightView Holdings (BV) stake by 12% in Q2 2026, selling an estimated $231K and leaving 134,370 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

UBS AM first reported a position in BV in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.93M in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

  • UBS AM held 134,370 shares of BrightView Holdings worth $1.9M as of Q2 2026.
  • UBS AM sold 18,447 BrightView Holdings shares in Q2 2026, an estimated $231K.
  • BrightView Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2074 holding.
  • UBS AM first reported a position in BrightView Holdings in Q2 2019 and has held it in 29 quarters since.
  • UBS AM's BrightView Holdings position peaked at $3.93M in Q2 2025.
  • 184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.