UBS Group
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UBS Group’s Escalade ESCA Stock Holding History

UBS Group’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$126K Sell
7,332
-89
-1% -$1.34K ﹤0.01% 6889
2025
Q4 		$100K Sell
7,421
-616
-8% -$7.67K ﹤0.01% 6913
2025
Q3 		$101K Sell
8,037
-472
-6% -$6.06K ﹤0.01% 7125
2025
Q2 		$119K Sell
8,509
-573
-6% -$8.45K ﹤0.01% 7087
2025
Q1 		$139K Sell
9,082
-1,198
-12% -$18K ﹤0.01% 6794
2024
Q4 		$147K Sell
10,280
-824
-7% -$11.9K ﹤0.01% 6640
2024
Q3 		$156K Buy
11,104
+6,953
+168% +$95.7K ﹤0.01% 6047
2024
Q2 		$57.2K Sell
4,151
-8,287
-67% -$111K ﹤0.01% 6590
2024
Q1 		$171K Buy
12,438
+839
+7% +$13.5K ﹤0.01% 5956
2023
Q4 		$233K Buy
11,599
+5,444
+88% +$101K ﹤0.01% 5689
2023
Q3 		$94.2K Sell
6,155
-315
-5% -$4.59K ﹤0.01% 5867
2023
Q2 		$86.4K Buy
6,470
+5,859
+959% +$79.7K ﹤0.01% 6131
2023
Q1 		$8.92K Sell
611
-3,959
-87% -$50.3K ﹤0.01% 7680
2022
Q4 		$46.5K Buy
+4,570
New +$47.5K ﹤0.01% 6836
2022
Q3 		– Sell
-12
Closed – – 10483
2022
Q2 		$0 Sell
12
-1,329
-99% -$17.4K ﹤0.01% 10465
2022
Q1 		$18K Sell
1,341
-2,036
-60% -$28.7K ﹤0.01% 7568
2021
Q4 		$53K Buy
3,377
+2,612
+341% +$47.1K ﹤0.01% 6835
2021
Q3 		$14K Sell
765
-319
-29% -$7.07K ﹤0.01% 7574
2021
Q2 		$25K Sell
1,084
-2,509
-70% -$57.5K ﹤0.01% 7103
2021
Q1 		$75K Sell
3,593
-257
-7% -$5.56K ﹤0.01% 6181
2020
Q4 		$82K Buy
3,850
+3,828
+17,400% +$78.2K ﹤0.01% 5814
2020
Q3 		$0 Sell
22
-4,331
-99% -$72.9K ﹤0.01% 8095
2020
Q2 		$61K Sell
4,353
-1,793
-29% -$16.6K ﹤0.01% 5699
2020
Q1 		$37K Sell
6,146
-9,273
-60% -$76.1K ﹤0.01% 6062
2019
Q4 		$152K Buy
15,419
+6,658
+76% +$72.2K ﹤0.01% 5769
2019
Q3 		$95K Buy
8,761
+6,359
+265% +$69.6K ﹤0.01% 5792
2019
Q2 		$28K Sell
2,402
-594
-20% -$6.86K ﹤0.01% 6384
2019
Q1 		$33K Sell
2,996
-1,662
-36% -$19.6K ﹤0.01% 5862
2018
Q4 		$53K Buy
4,658
+1,802
+63% +$21.3K ﹤0.01% 6035
2018
Q3 		$37K Buy
2,856
+273
+11% +$3.64K ﹤0.01% 6393
2018
Q2 		$36K Buy
+2,583
New +$36K ﹤0.01% 6251
2018
Q1 		– Sell
-510
Closed -$6K – 7900
2017
Q4 		$6K Sell
510
-374
-42% -$4.98K ﹤0.01% 7293
2017
Q3 		$12K Sell
884
-503
-36% -$6.3K ﹤0.01% 6780
2017
Q2 		$19K Sell
1,387
-106
-7% -$1.34K ﹤0.01% 6333
2017
Q1 		$19K Sell
1,493
-2,312
-61% -$30.1K ﹤0.01% 6166
2016
Q4 		$50K Sell
3,805
-20,319
-84% -$264K ﹤0.01% 5833
2016
Q3 		$308K Buy
24,124
+23,439
+3,422% +$271K ﹤0.01% 4246
2016
Q2 		$7K Buy
+685
New +$7.41K ﹤0.01% 6966
2016
Q1 		– Sell
-1,931
Closed -$26K – 7771
2015
Q4 		$26K Buy
+1,931
New +$27.3K ﹤0.01% 6462
2015
Q3 		– Sell
-533
Closed -$10K – 8465
2015
Q2 		$10K Sell
533
-182
-25% -$3.34K ﹤0.01% 7450
2015
Q1 		$12K Sell
715
-669
-48% -$10.6K ﹤0.01% 7480
2014
Q4 		$21K Buy
+1,384
New +$17.6K ﹤0.01% 7588

Other funds holding ESCA

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's ESCA Position: Q1 2026 in Review

UBS Group reduced its Escalade (ESCA) stake by 1.2% in Q1 2026, selling an estimated $1.34K and leaving 7,332 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #6889.

UBS Group first reported a position in ESCA in Q4 2014 and has held it in 42 quarters since. The position peaked at $308K in Q3 2016. 84 funds tracked by Wall St. Rank hold ESCA as of Q1 2026.

  • UBS Group held 7,332 shares of Escalade worth $126K as of Q1 2026.
  • UBS Group sold 89 Escalade shares in Q1 2026, an estimated $1.34K.
  • Escalade made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6889 holding.
  • UBS Group first reported a position in Escalade in Q4 2014 and has held it in 42 quarters since.
  • UBS Group's Escalade position peaked at $308K in Q3 2016.
  • 84 funds tracked by Wall St. Rank held Escalade as of Q1 2026.

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