UBS Group’s Scharf Global Opportunity ETF GKAT Stock Holding History

UBS Group’s Portfolio GKAT Stock Details GKAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-575	Closed	-$23.5K	–	11696
2025 Q4	$23.5K	Sell	575 -30,776	-98%	-$1.23M	﹤0.01%	7675
2025 Q3	$1.25M	Buy	+31,351	New	+$1.23M	﹤0.01%	5369

Other funds holding GKAT

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RYIA

Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

UBS Group's GKAT Position: Q1 2026 in Review

UBS Group sold out of Scharf Global Opportunity ETF (GKAT) in Q1 2026, closing a stake of 575 shares — an estimated $23.5K sold.

UBS Group first reported a position in GKAT in Q3 2025 and held it in 2 quarters. The position peaked at $1.25M in Q3 2025. 6 funds tracked by Wall St. Rank hold GKAT as of Q1 2026.

UBS Group reported no remaining Scharf Global Opportunity ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 575 Scharf Global Opportunity ETF shares in Q1 2026, an estimated $23.5K.
UBS Group first reported a position in Scharf Global Opportunity ETF in Q3 2025 and held it in 2 quarters.
UBS Group's Scharf Global Opportunity ETF position peaked at $1.25M in Q3 2025.
6 funds tracked by Wall St. Rank held Scharf Global Opportunity ETF as of Q1 2026.

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