UBS AM
WEST icon

UBS AM’s Westrock Coffee WEST Stock Holding History

UBS AM’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-55,894
Closed -$272K – 3342
2025
Q3 		$272K Sell
55,894
-19,589
-26% -$118K ﹤0.01% 2210
2025
Q2 		$433K Buy
75,483
+13,632
+22% +$88K ﹤0.01% 2499
2025
Q1 		$447K Hold
61,851
– – ﹤0.01% 2515
2024
Q4 		$397K Buy
61,851
+18,972
+44% +$130K ﹤0.01% 2586
2024
Q3 		$279K Sell
42,879
-4,036
-9% -$35.5K ﹤0.01% 2735
2024
Q2 		$480K Buy
+46,915
New +$482K ﹤0.01% 2639

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $126M AUM

UBS AM's WEST Position: Q4 2025 in Review

UBS AM sold out of Westrock Coffee (WEST) in Q4 2025, closing a stake of 55,894 shares — an estimated $272K sold.

UBS AM first reported a position in WEST in Q2 2024 and held it in 6 quarters. The position peaked at $480K in Q2 2024. 126 funds tracked by Wall St. Rank hold WEST as of Q4 2025.

  • UBS AM reported no remaining Westrock Coffee position as of Q4 2025 after selling out during the quarter.
  • UBS AM sold 55,894 Westrock Coffee shares in Q4 2025, an estimated $272K.
  • UBS AM first reported a position in Westrock Coffee in Q2 2024 and held it in 6 quarters.
  • UBS AM's Westrock Coffee position peaked at $480K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2025.

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