UBS Group
ATCH icon

UBS Group’s AtlasClear ATCH Stock Holding History

UBS Group’s Portfolio ATCH Stock Details ATCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Sell
824,985
-35,598
-4% -$8.49K ﹤0.01% 6909
2026
Q1 		$171K Buy
860,583
+27,198
+3% +$6.41K ﹤0.01% 6721
2025
Q4 		$209K Buy
833,385
+18,638
+2% +$6.34K ﹤0.01% 6555
2025
Q3 		$416K Buy
814,747
+784,598
+2,602% +$250K ﹤0.01% 6228
2025
Q2 		$5.79K Sell
30,149
-19,227
-39% -$6.26K ﹤0.01% 9137
2025
Q1 		$32.9K Buy
+49,376
New +$187K ﹤0.01% 7883
2024
Q4 		– Sell
-3,704
Closed -$45.6K – 10502
2024
Q3 		$45.6K Buy
3,704
+3,454
+1,382% +$80.8K ﹤0.01% 6884
2024
Q2 		$15.6K Buy
250
+242
+3,025% +$16.7K ﹤0.01% 7462
2024
Q1 		$726 Buy
+8
New +$1.1K ﹤0.01% 8389

Other funds holding ATCH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group's ATCH Position: Q2 2026 in Review

UBS Group reduced its AtlasClear (ATCH) stake by 4.1% in Q2 2026, selling an estimated $8.49K and leaving 824,985 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #6909.

UBS Group first reported a position in ATCH in Q1 2024 and has held it in 9 quarters since. The position peaked at $416K in Q3 2025. 20 funds tracked by Wall St. Rank hold ATCH as of Q2 2026.

  • UBS Group held 824,985 shares of AtlasClear worth $163K as of Q2 2026.
  • UBS Group sold 35,598 AtlasClear shares in Q2 2026, an estimated $8.49K.
  • AtlasClear made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6909 holding.
  • UBS Group first reported a position in AtlasClear in Q1 2024 and has held it in 9 quarters since.
  • UBS Group's AtlasClear position peaked at $416K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held AtlasClear as of Q2 2026.

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