UBS Group
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UBS Group’s EquipmentShare.com Inc EQPT Stock Holding History

UBS Group’s Portfolio EQPT Stock Details EQPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.4M Sell
829,939
-202,872
-20% -$3.75M ﹤0.01% 3017
2026
Q2 		$20.3M Buy
1,032,811
+72,730
+8% +$1.56M ﹤0.01% 2661
2026
Q1 		$19.6M Buy
+960,081
New +$27.5M ﹤0.01% 2611

Other funds holding EQPT

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Liberty Street Advisors
Liberty Street Advisors New York $463M AUM 54.67% 1-Year Est. Return

UBS Group's EQPT Position: Q3 2026 in Review

UBS Group reduced its EquipmentShare.com Inc (EQPT) stake by 20% in Q3 2026, selling an estimated $3.75M and leaving 829,939 shares worth $14.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3017.

UBS Group first reported a position in EQPT in Q1 2026 and has held it in 3 quarters since. The position peaked at $20.3M in Q2 2026. 111 funds tracked by Wall St. Rank hold EQPT as of Q3 2026.

  • UBS Group held 829,939 shares of EquipmentShare.com Inc worth $14.4M as of Q3 2026.
  • UBS Group sold 202,872 EquipmentShare.com Inc shares in Q3 2026, an estimated $3.75M.
  • EquipmentShare.com Inc made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #3017 holding.
  • UBS Group first reported a position in EquipmentShare.com Inc in Q1 2026 and has held it in 3 quarters since.
  • UBS Group's EquipmentShare.com Inc position peaked at $20.3M in Q2 2026.
  • 111 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.