UBS Group
BLW icon

UBS Group’s BlackRock Limited Duration Income Trust BLW Stock Holding History

UBS Group’s Portfolio BLW Stock Details BLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.05M Sell
639,223
-58,219
-8% -$785K ﹤0.01% 3582
2025
Q4 		$9.58M Buy
697,442
+48,276
+7% +$668K ﹤0.01% 3329
2025
Q3 		$9.09M Buy
649,166
+52,821
+9% +$747K ﹤0.01% 3403
2025
Q2 		$8.46M Sell
596,345
-11,049
-2% -$153K ﹤0.01% 3263
2025
Q1 		$8.59M Buy
607,394
+30,951
+5% +$440K ﹤0.01% 3215
2024
Q4 		$8.15M Buy
576,443
+22,708
+4% +$324K ﹤0.01% 3287
2024
Q3 		$8.02M Buy
553,735
+45,885
+9% +$653K ﹤0.01% 2581
2024
Q2 		$7.09M Sell
507,850
-69,442
-12% -$953K ﹤0.01% 2521
2024
Q1 		$8.1M Buy
577,292
+6,652
+1% +$92.8K ﹤0.01% 2470
2023
Q4 		$7.98M Sell
570,640
-22,898
-4% -$298K ﹤0.01% 2297
2023
Q3 		$7.64M Sell
593,538
-24,127
-4% -$315K ﹤0.01% 2197
2023
Q2 		$7.96M Sell
617,665
-7,044
-1% -$90.8K ﹤0.01% 2154
2023
Q1 		$8.19M Sell
624,709
-137,866
-18% -$1.84M ﹤0.01% 2055
2022
Q4 		$9.97M Sell
762,575
-89,778
-11% -$1.14M ﹤0.01% 1934
2022
Q3 		$10.3M Sell
852,353
-343,728
-29% -$4.54M ﹤0.01% 1762
2022
Q2 		$15.1M Buy
1,196,081
+24,206
+2% +$328K 0.01% 1516
2022
Q1 		$16.8M Buy
1,171,875
+117,650
+11% +$1.75M 0.01% 1563
2021
Q4 		$17.8M Sell
1,054,225
-161,424
-13% -$2.74M 0.01% 1669
2021
Q3 		$20.8M Buy
1,215,649
+4,670
+0.4% +$80.2K 0.01% 1482
2021
Q2 		$20.6M Buy
1,210,979
+24,991
+2% +$423K 0.01% 1474
2021
Q1 		$19.9M Buy
1,185,988
+40,932
+4% +$656K 0.01% 1452
2020
Q4 		$18.2M Buy
1,145,056
+40,124
+4% +$612K 0.01% 1400
2020
Q3 		$16.3M Buy
1,104,932
+4,056
+0.4% +$59.9K 0.01% 1309
2020
Q2 		$15.3M Sell
1,100,876
-28,506
-3% -$384K 0.01% 1232
2020
Q1 		$14.3M Sell
1,129,382
-416,901
-27% -$6.29M 0.01% 1178
2019
Q4 		$25.3M Buy
1,546,283
+112,771
+8% +$1.79M 0.01% 1211
2019
Q3 		$22.4M Buy
1,433,512
+9,021
+0.6% +$139K 0.01% 1158
2019
Q2 		$21.4M Buy
1,424,491
+26,192
+2% +$389K 0.01% 1175
2019
Q1 		$20.6M Buy
1,398,299
+36,040
+3% +$520K 0.01% 1132
2018
Q4 		$18.2M Sell
1,362,259
-122,127
-8% -$1.73M 0.01% 1146
2018
Q3 		$22.1M Sell
1,484,386
-67,104
-4% -$1M 0.01% 1138
2018
Q2 		$23.1M Buy
1,551,490
+37,340
+2% +$559K 0.01% 1080
2018
Q1 		$22.8M Sell
1,514,150
-70,325
-4% -$1.09M 0.01% 1060
2017
Q4 		$25.2M Buy
1,584,475
+27,130
+2% +$433K 0.01% 1042
2017
Q3 		$25.1M Sell
1,557,345
-27,540
-2% -$438K 0.01% 970
2017
Q2 		$25M Sell
1,584,885
-43,322
-3% -$679K 0.01% 911
2017
Q1 		$25.4M Buy
1,628,207
+84,142
+5% +$1.32M 0.01% 882
2016
Q4 		$23.4M Buy
1,544,065
+52,223
+4% +$794K 0.01% 929
2016
Q3 		$23.2M Buy
1,491,842
+184,083
+14% +$2.86M 0.01% 893
2016
Q2 		$19.9M Buy
1,307,759
+24,830
+2% +$372K 0.01% 939
2016
Q1 		$19M Sell
1,282,929
-186,046
-13% -$2.63M 0.01% 919
2015
Q4 		$21.4M Buy
1,468,975
+166,439
+13% +$2.41M 0.01% 915
2015
Q3 		$18.8M Buy
1,302,536
+185,185
+17% +$2.75M 0.01% 932
2015
Q2 		$16.9M Buy
1,117,351
+78,219
+8% +$1.25M 0.01% 1101
2015
Q1 		$16.4M Buy
1,039,132
+184,734
+22% +$2.91M 0.01% 1094
2014
Q4 		$13.4M Buy
+854,398
New +$13.6M 0.01% 1272

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

UBS Group's BLW Position: Q1 2026 in Review

UBS Group reduced its BlackRock Limited Duration Income Trust (BLW) stake by 8.3% in Q1 2026, selling an estimated $785K and leaving 639,223 shares worth $8.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

UBS Group first reported a position in BLW in Q4 2014 and has held it in 46 quarters since. The position peaked at $25.4M in Q1 2017. 82 funds tracked by Wall St. Rank hold BLW as of Q1 2026.

  • UBS Group held 639,223 shares of BlackRock Limited Duration Income Trust worth $8.05M as of Q1 2026.
  • UBS Group sold 58,219 BlackRock Limited Duration Income Trust shares in Q1 2026, an estimated $785K.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3582 holding.
  • UBS Group first reported a position in BlackRock Limited Duration Income Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's BlackRock Limited Duration Income Trust position peaked at $25.4M in Q1 2017.
  • 82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.