UBS AM
FNA

UBS AM’s Paragon 28, Inc. FNA Stock Holding History

UBS AM’s Portfolio FNA Stock Details FNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-97,318
Closed -$1.27M – 2738
2025
Q1 		$1.27M Buy
97,318
+16,029
+20% +$200K ﹤0.01% 2208
2024
Q4 		$840K Buy
81,289
+6,269
+8% +$50.6K ﹤0.01% 2438
2024
Q3 		$501K Sell
75,020
-2,228
-3% -$16.9K ﹤0.01% 2644
2024
Q2 		$528K Buy
77,248
+37,986
+97% +$321K ﹤0.01% 2616
2024
Q1 		$485K Sell
39,262
-575
-1% -$6.84K ﹤0.01% 2296
2023
Q4 		$495K Hold
39,837
– – ﹤0.01% 2323
2023
Q3 		$500K Buy
39,837
+15,795
+66% +$238K ﹤0.01% 2302
2023
Q2 		$410K Hold
24,042
– – ﹤0.01% 2382
2023
Q1 		$410K Hold
24,042
– – ﹤0.01% 2382
2022
Q4 		$459K Hold
24,042
– – ﹤0.01% 2204
2022
Q3 		$428K Sell
24,042
-2,810
-10% -$51.8K ﹤0.01% 2394
2022
Q2 		$426K Buy
+26,852
New +$452K ﹤0.01% 2361

Other funds holding FNA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS AM's FNA Position: Q2 2025 in Review

UBS AM sold out of Paragon 28, Inc. (FNA) in Q2 2025, closing a stake of 97,318 shares — an estimated $1.27M sold.

UBS AM first reported a position in FNA in Q2 2022 and held it in 12 quarters. The position peaked at $1.27M in Q1 2025. 2 funds tracked by Wall St. Rank hold FNA as of Q2 2025.

  • UBS AM reported no remaining Paragon 28, Inc. position as of Q2 2025 after selling out during the quarter.
  • UBS AM sold 97,318 Paragon 28, Inc. shares in Q2 2025, an estimated $1.27M.
  • UBS AM first reported a position in Paragon 28, Inc. in Q2 2022 and held it in 12 quarters.
  • UBS AM's Paragon 28, Inc. position peaked at $1.27M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Paragon 28, Inc. as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.