UBS Group
EDF

UBS Group’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

UBS Group’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$77.5K Sell
16,213
-778
-5% -$3.91K ﹤0.01% 7121
2025
Q4 		$84.4K Sell
16,991
-3,729
-18% -$18.4K ﹤0.01% 6991
2025
Q3 		$105K Sell
20,720
-833
-4% -$4.24K ﹤0.01% 7096
2025
Q2 		$109K Sell
21,553
-511
-2% -$2.48K ﹤0.01% 7167
2025
Q1 		$112K Sell
22,064
-37,690
-63% -$192K ﹤0.01% 6968
2024
Q4 		$281K Buy
59,754
+22,237
+59% +$111K ﹤0.01% 6236
2024
Q3 		$197K Sell
37,517
-2,890
-7% -$15.1K ﹤0.01% 5888
2024
Q2 		$213K Sell
40,407
-21,726
-35% -$117K ﹤0.01% 5618
2024
Q1 		$336K Buy
62,133
+7,005
+13% +$33K ﹤0.01% 5497
2023
Q4 		$238K Buy
55,128
+22,903
+71% +$94.4K ﹤0.01% 5666
2023
Q3 		$142K Buy
32,225
+3,751
+13% +$17.3K ﹤0.01% 5606
2023
Q2 		$128K Buy
28,474
+5,389
+23% +$23.1K ﹤0.01% 5818
2023
Q1 		$105K Sell
23,085
-1,643
-7% -$7.96K ﹤0.01% 5876
2022
Q4 		$103K Buy
24,728
+1,687
+7% +$6.56K ﹤0.01% 6073
2022
Q3 		$85K Sell
23,041
-2,694
-10% -$12K ﹤0.01% 5844
2022
Q2 		$114K Sell
25,735
-9,330
-27% -$51K ﹤0.01% 5319
2022
Q1 		$229K Sell
35,065
-4,035
-10% -$25.4K ﹤0.01% 5249
2021
Q4 		$260K Sell
39,100
-306
-0.8% -$2.16K ﹤0.01% 5474
2021
Q3 		$293K Buy
39,406
+2,207
+6% +$18.4K ﹤0.01% 5056
2021
Q2 		$318K Buy
37,199
+2,640
+8% +$22.4K ﹤0.01% 5043
2021
Q1 		$291K Sell
34,559
-14,684
-30% -$125K ﹤0.01% 5224
2020
Q4 		$398K Buy
49,243
+3,378
+7% +$24.1K ﹤0.01% 4783
2020
Q3 		$297K Buy
45,865
+4,726
+11% +$33.2K ﹤0.01% 4551
2020
Q2 		$290K Buy
41,139
+601
+1% +$4.12K ﹤0.01% 4536
2020
Q1 		$301K Sell
40,538
-7,306
-15% -$85.5K ﹤0.01% 4394
2019
Q4 		$659K Sell
47,844
-4,274
-8% -$57.1K ﹤0.01% 4585
2019
Q3 		$684K Buy
52,118
+1,593
+3% +$21.7K ﹤0.01% 4287
2019
Q2 		$707K Buy
50,525
+2,570
+5% +$34.6K ﹤0.01% 4025
2019
Q1 		$625K Buy
47,955
+2,501
+6% +$32.3K ﹤0.01% 3910
2018
Q4 		$507K Sell
45,454
-8,854
-16% -$107K ﹤0.01% 4258
2018
Q3 		$708K Sell
54,308
-1,417
-3% -$19.2K ﹤0.01% 4149
2018
Q2 		$734K Sell
55,725
-537
-1% -$7.76K ﹤0.01% 4023
2018
Q1 		$896K Buy
56,262
+6,247
+12% +$100K ﹤0.01% 3797
2017
Q4 		$796K Buy
50,015
+3,543
+8% +$56.8K ﹤0.01% 3958
2017
Q3 		$784K Sell
46,472
-22,663
-33% -$376K ﹤0.01% 3892
2017
Q2 		$1.1M Buy
69,135
+13,953
+25% +$229K ﹤0.01% 3538
2017
Q1 		$873K Buy
55,182
+1,038
+2% +$16.2K ﹤0.01% 3649
2016
Q4 		$793K Sell
54,144
-360
-0.7% -$5.31K ﹤0.01% 3748
2016
Q3 		$867K Sell
54,504
-10,709
-16% -$167K ﹤0.01% 3519
2016
Q2 		$925K Buy
65,213
+1,565
+2% +$21.4K ﹤0.01% 3452
2016
Q1 		$813K Sell
63,648
-10,330
-14% -$119K ﹤0.01% 3424
2015
Q4 		$892K Sell
73,978
-12,585
-15% -$159K ﹤0.01% 3506
2015
Q3 		$1.03M Sell
86,563
-158
-0.2% -$2.14K ﹤0.01% 3317
2015
Q2 		$1.3M Sell
86,721
-4,042
-4% -$65.9K ﹤0.01% 3359
2015
Q1 		$1.41M Buy
90,763
+4,109
+5% +$63.5K ﹤0.01% 3255
2014
Q4 		$1.34M Buy
+86,654
New +$1.51M ﹤0.01% 3319

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

UBS Group's EDF Position: Q1 2026 in Review

UBS Group reduced its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 4.6% in Q1 2026, selling an estimated $3.91K and leaving 16,213 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7121.

UBS Group first reported a position in EDF in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.41M in Q1 2015. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • UBS Group held 16,213 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $77.5K as of Q1 2026.
  • UBS Group sold 778 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $3.91K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7121 holding.
  • UBS Group first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $1.41M in Q1 2015.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

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