UBS AM
NC icon

UBS AM’s NACCO Industries NC Stock Holding History

UBS AM’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$501 Hold
10
– – ﹤0.01% 3656
2026
Q1 		$520 Buy
+10
New +$516 ﹤0.01% 3723
2017
Q4 		– Sell
-44
Closed -$858 – 2595
2017
Q3 		$858 Hold
44
– – ﹤0.01% 2527
2017
Q2 		$709 Buy
+44
New +$735 ﹤0.01% 2522

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS AM's NC Position: Q2 2026 in Review

UBS AM held its NACCO Industries (NC) position steady in Q2 2026 at 10 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

UBS AM first reported a position in NC in Q2 2017 and has held it in 4 quarters since. The position peaked at $858 in Q3 2017. 92 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • UBS AM held 10 shares of NACCO Industries worth $501 as of Q2 2026.
  • UBS AM left its NACCO Industries share count unchanged in Q2 2026.
  • NACCO Industries made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3656 holding.
  • UBS AM first reported a position in NACCO Industries in Q2 2017 and has held it in 4 quarters since.
  • UBS AM's NACCO Industries position peaked at $858 in Q3 2017.
  • 92 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

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