UBS AM’s MoneyLion Inc. ML Stock Holding History

UBS AM’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,304	Closed	-$1.15M	–	2748
2025 Q1	$1.15M	Buy	13,304 +1,036	+8%	+$90K	﹤0.01%	2247
2024 Q4	$1.06M	Buy	+12,268	New	+$828K	﹤0.01%	2335
2024 Q3	–	Sell	-7,975	Closed	-$586K	–	2897
2024 Q2	$586K	Buy	+7,975	New	+$627K	﹤0.01%	2589

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS AM's ML Position: Q2 2025 in Review

UBS AM sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 13,304 shares — an estimated $1.15M sold.

UBS AM first reported a position in ML in Q2 2024 and held it in 3 quarters. The position peaked at $1.15M in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

UBS AM reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
UBS AM sold 13,304 MoneyLion Inc. shares in Q2 2025, an estimated $1.15M.
UBS AM first reported a position in MoneyLion Inc. in Q2 2024 and held it in 3 quarters.
UBS AM's MoneyLion Inc. position peaked at $1.15M in Q1 2025.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

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