UBS Group
HEQ

UBS Group’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

UBS Group’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.9K Sell
6,524
-10,479
-62% -$116K ﹤0.01% 7184
2025
Q4 		$183K Sell
17,003
-8,584
-34% -$92.3K ﹤0.01% 6624
2025
Q3 		$273K Buy
25,587
+274
+1% +$2.91K ﹤0.01% 6489
2025
Q2 		$268K Sell
25,313
-1,325
-5% -$13.7K ﹤0.01% 6516
2025
Q1 		$277K Sell
26,638
-20,328
-43% -$213K ﹤0.01% 6315
2024
Q4 		$480K Buy
46,966
+10,911
+30% +$118K ﹤0.01% 5875
2024
Q3 		$396K Sell
36,055
-2,577
-7% -$27.3K ﹤0.01% 5395
2024
Q2 		$401K Buy
38,632
+5,210
+16% +$53.3K ﹤0.01% 5174
2024
Q1 		$351K Sell
33,422
-6,641
-17% -$67.7K ﹤0.01% 5460
2023
Q4 		$403K Sell
40,063
-914
-2% -$8.84K ﹤0.01% 5271
2023
Q3 		$392K Sell
40,977
-62,460
-60% -$651K ﹤0.01% 4855
2023
Q2 		$1.12M Buy
103,437
+6,208
+6% +$67.5K ﹤0.01% 4145
2023
Q1 		$1.13M Buy
97,229
+1,481
+2% +$17.4K ﹤0.01% 4003
2022
Q4 		$1.1M Sell
95,748
-16,218
-14% -$191K ﹤0.01% 3976
2022
Q3 		$1.32M Buy
111,966
+1,540
+1% +$18.9K ﹤0.01% 3505
2022
Q2 		$1.3M Sell
110,426
-17,429
-14% -$226K ﹤0.01% 3501
2022
Q1 		$1.66M Buy
127,855
+9,322
+8% +$120K ﹤0.01% 3615
2021
Q4 		$1.54M Buy
118,533
+1,549
+1% +$19.9K ﹤0.01% 3978
2021
Q3 		$1.47M Buy
116,984
+13,290
+13% +$177K ﹤0.01% 3851
2021
Q2 		$1.38M Buy
103,694
+6,772
+7% +$85.3K ﹤0.01% 3914
2021
Q1 		$1.17M Buy
96,922
+14,942
+18% +$174K ﹤0.01% 4097
2020
Q4 		$938K Buy
81,980
+25,360
+45% +$276K ﹤0.01% 4078
2020
Q3 		$598K Sell
56,620
-10,284
-15% -$115K ﹤0.01% 4038
2020
Q2 		$752K Sell
66,904
-2,365
-3% -$26K ﹤0.01% 3763
2020
Q1 		$704K Sell
69,269
-1,356
-2% -$18.4K ﹤0.01% 3670
2019
Q4 		$1.05M Sell
70,625
-5,477
-7% -$78K ﹤0.01% 4163
2019
Q3 		$1.05M Buy
76,102
+6,565
+9% +$91.2K ﹤0.01% 3923
2019
Q2 		$981K Sell
69,537
-1,149
-2% -$16.4K ﹤0.01% 3764
2019
Q1 		$1.04M Sell
70,686
-9,837
-12% -$141K ﹤0.01% 3551
2018
Q4 		$1.05M Buy
80,523
+4,127
+5% +$58.8K ﹤0.01% 3629
2018
Q3 		$1.2M Buy
76,396
+978
+1% +$15.8K ﹤0.01% 3672
2018
Q2 		$1.27M Sell
75,418
-7,327
-9% -$124K ﹤0.01% 3576
2018
Q1 		$1.36M Sell
82,745
-8,673
-9% -$146K ﹤0.01% 3456
2017
Q4 		$1.59M Buy
91,418
+15,305
+20% +$266K ﹤0.01% 3385
2017
Q3 		$1.34M Sell
76,113
-3,034
-4% -$53K ﹤0.01% 3463
2017
Q2 		$1.35M Buy
79,147
+4,846
+7% +$82.1K ﹤0.01% 3353
2017
Q1 		$1.25M Sell
74,301
-9,285
-11% -$152K ﹤0.01% 3353
2016
Q4 		$1.31M Buy
83,586
+744
+0.9% +$11.8K ﹤0.01% 3317
2016
Q3 		$1.34M Sell
82,842
-2,306
-3% -$36K ﹤0.01% 3188
2016
Q2 		$1.28M Buy
85,148
+12,684
+18% +$189K ﹤0.01% 3162
2016
Q1 		$1.06M Buy
72,464
+1,037
+1% +$14.5K ﹤0.01% 3193
2015
Q4 		$1.03M Buy
71,427
+5,833
+9% +$86.5K ﹤0.01% 3381
2015
Q3 		$944K Buy
65,594
+2,630
+4% +$40.2K ﹤0.01% 3401
2015
Q2 		$1M Sell
62,964
-17,820
-22% -$295K ﹤0.01% 3566
2015
Q1 		$1.33M Sell
80,784
-846
-1% -$13.9K ﹤0.01% 3315
2014
Q4 		$1.33M Buy
+81,630
New +$1.39M ﹤0.01% 3330

Other funds holding HEQ

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's HEQ Position: Q1 2026 in Review

UBS Group reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 62% in Q1 2026, selling an estimated $116K and leaving 6,524 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7184.

UBS Group first reported a position in HEQ in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.66M in Q1 2022. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • UBS Group held 6,524 shares of John Hancock Hedged Equity & Income Fund worth $70.9K as of Q1 2026.
  • UBS Group sold 10,479 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $116K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7184 holding.
  • UBS Group first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's John Hancock Hedged Equity & Income Fund position peaked at $1.66M in Q1 2022.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

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