UBS AM

UBS AM’s Driven Brands DRVN Stock Holding History

UBS AM’s Portfolio DRVN Stock Details DRVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Buy	126,310 +23,290	+23%	+$328K	﹤0.01%	2147
2025 Q4	$1.53M	Sell	103,020 -916	-0.9%	-$13.6K	﹤0.01%	1983
2025 Q3	$1.67M	Sell	103,936 -97,645	-48%	-$1.7M	﹤0.01%	1822
2025 Q2	$3.54M	Buy	201,581 +62,260	+45%	+$1.07M	﹤0.01%	1873
2025 Q1	$2.39M	Buy	139,321 +25,806	+23%	+$422K	﹤0.01%	1903
2024 Q4	$1.83M	Buy	113,515 +24,112	+27%	+$378K	﹤0.01%	2096
2024 Q3	$1.28M	Sell	89,403 -22,016	-20%	-$301K	﹤0.01%	2271
2024 Q2	$1.42M	Buy	111,419 +38,700	+53%	+$490K	﹤0.01%	2185
2024 Q1	$1.15M	Sell	72,719 -23,178	-24%	-$321K	﹤0.01%	1940
2023 Q4	$1.37M	Buy	95,897 +1,042	+1%	+$13K	﹤0.01%	1872
2023 Q3	$1.19M	Buy	94,855 +12,532	+15%	+$229K	﹤0.01%	1864
2023 Q2	$2.5M	Hold	82,323	–	–	﹤0.01%	1544
2023 Q1	$2.5M	Sell	82,323 -20,580	-20%	-$582K	﹤0.01%	1544
2022 Q4	$2.81M	Buy	102,903 +7,068	+7%	+$211K	﹤0.01%	1383
2022 Q3	$2.68M	Buy	95,835 +8,939	+10%	+$275K	﹤0.01%	1447
2022 Q2	$2.39M	Buy	86,896 +20,258	+30%	+$553K	﹤0.01%	1537
2022 Q1	$1.75M	Buy	66,638 +3,919	+6%	+$113K	﹤0.01%	1859
2021 Q4	$2.11M	Buy	62,719 +12,072	+24%	+$378K	﹤0.01%	1853
2021 Q3	$1.46M	Buy	50,647 +12,455	+33%	+$369K	﹤0.01%	1968
2021 Q2	$1.18M	Buy	+38,192	New	+$1.08M	﹤0.01%	2124

Other funds holding DRVN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return

Emeth Value Capital New Orleans, Louisiana $66M AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM