UBS AM
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UBS AM’s United States Lime & Minerals USLM Stock Holding History

UBS AM’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Buy
25,608
+13,757
+116% +$1.6M ﹤0.01% 1924
2026
Q1 		$1.55M Sell
11,851
-19,057
-62% -$2.29M ﹤0.01% 2156
2025
Q4 		$3.7M Buy
30,908
+15,205
+97% +$1.89M ﹤0.01% 1609
2025
Q3 		$2.07M Sell
15,703
-12,742
-45% -$1.47M ﹤0.01% 1732
2025
Q2 		$2.84M Buy
28,445
+10,510
+59% +$1.03M ﹤0.01% 1983
2025
Q1 		$1.59M Sell
17,935
-95
-0.5% -$9.88K ﹤0.01% 2096
2024
Q4 		$2.39M Buy
18,030
+4,592
+34% +$582K ﹤0.01% 1955
2024
Q3 		$1.31M Sell
13,438
-4,582
-25% -$368K ﹤0.01% 2254
2024
Q2 		$1.31M Buy
18,020
+12,410
+221% +$827K ﹤0.01% 2231
2024
Q1 		$335K Hold
5,610
– – ﹤0.01% 2380
2023
Q4 		$258K Hold
5,610
– – ﹤0.01% 2455
2023
Q3 		$226K Buy
+5,610
New +$233K ﹤0.01% 2492

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS AM's USLM Position: Q2 2026 in Review

UBS AM increased its United States Lime & Minerals (USLM) stake by 116% in Q2 2026, buying an estimated $1.6M and bringing the position to 25,608 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

UBS AM first reported a position in USLM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.7M in Q4 2025. 234 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • UBS AM held 25,608 shares of United States Lime & Minerals worth $2.68M as of Q2 2026.
  • UBS AM bought 13,757 United States Lime & Minerals shares in Q2 2026, an estimated $1.6M.
  • United States Lime & Minerals made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1924 holding.
  • UBS AM first reported a position in United States Lime & Minerals in Q3 2023 and has held it in 12 quarters since.
  • UBS AM's United States Lime & Minerals position peaked at $3.7M in Q4 2025.
  • 234 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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