UBS Group
EEIQ icon

UBS Group’s EpicQuest Education Group EEIQ Stock Holding History

UBS Group’s Portfolio EEIQ Stock Details EEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,800
Closed -$60.5K – 10584
2026
Q1 		$60.5K Buy
6,800
+6,703
+6,910% +$24.7K ﹤0.01% 7264
2025
Q4 		$342 Buy
+97
New +$560 ﹤0.01% 10021
2025
Q3 		– Sell
-2,224
Closed -$17.8K – 10443
2025
Q2 		$17.8K Buy
2,224
+12
+0.5% +$120 ﹤0.01% 8518
2025
Q1 		$25.8K Buy
2,212
+706
+47% +$10.2K ﹤0.01% 8047
2024
Q4 		$25.1K Buy
1,506
+1,494
+12,450% +$21.6K ﹤0.01% 7740
2024
Q3 		$129 Buy
+12
New +$159 ﹤0.01% 9129
2024
Q2 		– Sell
-21
Closed -$333 – 9650
2024
Q1 		$333 Buy
+21
New +$497 ﹤0.01% 8620
2023
Q4 		– Sell
-3
Closed -$43 – 9439
2023
Q3 		$43 Buy
+3
New +$63 ﹤0.01% 9029
2022
Q4 		– Sell
-212
Closed -$3K – 10805
2022
Q3 		$3K Buy
+212
New +$5.3K ﹤0.01% 9524
2022
Q1 		– Sell
-260
Closed -$14K – 10394
2021
Q4 		$14K Buy
+260
New +$15.9K ﹤0.01% 8328
2021
Q3 		– Sell
-757
Closed -$62K – 9661
2021
Q2 		$62K Buy
757
+484
+177% +$43.7K ﹤0.01% 6238
2021
Q1 		$55K Buy
+273
New +$54.6K ﹤0.01% 6445

Other funds holding EEIQ

GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

UBS Group's EEIQ Position: Q2 2026 in Review

UBS Group sold out of EpicQuest Education Group (EEIQ) in Q2 2026, closing a stake of 6,800 shares — an estimated $60.5K sold.

UBS Group first reported a position in EEIQ in Q1 2021 and held it in 12 quarters. The position peaked at $62K in Q2 2021. 5 funds tracked by Wall St. Rank hold EEIQ as of Q2 2026.

  • UBS Group reported no remaining EpicQuest Education Group position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 6,800 EpicQuest Education Group shares in Q2 2026, an estimated $60.5K.
  • UBS Group first reported a position in EpicQuest Education Group in Q1 2021 and held it in 12 quarters.
  • UBS Group's EpicQuest Education Group position peaked at $62K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held EpicQuest Education Group as of Q2 2026.

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