UBS AM
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UBS AM’s HighPeak Energy HPK Stock Holding History

UBS AM’s Portfolio HPK Stock Details HPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,476
Closed -$159K – 3305
2025
Q3 		$159K Sell
22,476
-28,115
-56% -$231K ﹤0.01% 2230
2025
Q2 		$496K Buy
50,591
+23,467
+87% +$231K ﹤0.01% 2486
2025
Q1 		$343K Sell
27,124
-2,705
-9% -$36.4K ﹤0.01% 2544
2024
Q4 		$438K Buy
29,829
+1,608
+6% +$23.1K ﹤0.01% 2574
2024
Q3 		$392K Sell
28,221
-3,339
-11% -$50.9K ﹤0.01% 2686
2024
Q2 		$444K Buy
31,560
+17,190
+120% +$254K ﹤0.01% 2651
2024
Q1 		$227K Hold
14,370
– – ﹤0.01% 2439
2023
Q4 		$205K Buy
+14,370
New +$228K ﹤0.01% 2487

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM's HPK Position: Q4 2025 in Review

UBS AM sold out of HighPeak Energy (HPK) in Q4 2025, closing a stake of 22,476 shares — an estimated $159K sold.

UBS AM first reported a position in HPK in Q4 2023 and held it in 8 quarters. The position peaked at $496K in Q2 2025. 112 funds tracked by Wall St. Rank hold HPK as of Q4 2025.

  • UBS AM reported no remaining HighPeak Energy position as of Q4 2025 after selling out during the quarter.
  • UBS AM sold 22,476 HighPeak Energy shares in Q4 2025, an estimated $159K.
  • UBS AM first reported a position in HighPeak Energy in Q4 2023 and held it in 8 quarters.
  • UBS AM's HighPeak Energy position peaked at $496K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held HighPeak Energy as of Q4 2025.

Based on UBS AM's 13F filing for Q4 2025, filed 13 Feb 2026.