UBS Group
IDR icon

UBS Group’s Idaho Strategic Resources IDR Stock Holding History

UBS Group’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Sell
33,852
-16,682
-33% -$648K ﹤0.01% 5643
2026
Q1 		$1.62M Buy
50,534
+13,437
+36% +$522K ﹤0.01% 5159
2025
Q4 		$1.5M Buy
37,097
+1,929
+5% +$73.7K ﹤0.01% 5223
2025
Q3 		$1.19M Sell
35,168
-101,671
-74% -$2.4M ﹤0.01% 5416
2025
Q2 		$1.79M Buy
136,839
+86,499
+172% +$1.27M ﹤0.01% 4935
2025
Q1 		$720K Buy
50,340
+49,418
+5,360% +$608K ﹤0.01% 5563
2024
Q4 		$9.39K Buy
922
+61
+7% +$822 ﹤0.01% 8362
2024
Q3 		$13.8K Buy
861
+697
+425% +$8.34K ﹤0.01% 7568
2024
Q2 		$1.62K Buy
+164
New +$1.53K ﹤0.01% 8541
2023
Q4 		– Sell
-1,574
Closed -$7.93K – 9570
2023
Q3 		$7.93K Buy
1,574
+1,528
+3,322% +$8.32K ﹤0.01% 7203
2023
Q2 		$246 Sell
46
-4,019
-99% -$21.3K ﹤0.01% 8354
2023
Q1 		$19.8K Buy
4,065
+3,231
+387% +$17.3K ﹤0.01% 7093
2022
Q4 		$4.75K Sell
834
-18,131
-96% -$102K ﹤0.01% 9281
2022
Q3 		$90K Buy
18,965
+18,742
+8,404% +$114K ﹤0.01% 5797
2022
Q2 		$2K Buy
+223
New +$1.84K ﹤0.01% 9565

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

UBS Group's IDR Position: Q2 2026 in Review

UBS Group reduced its Idaho Strategic Resources (IDR) stake by 33% in Q2 2026, selling an estimated $648K and leaving 33,852 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #5643.

UBS Group first reported a position in IDR in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q2 2025. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • UBS Group held 33,852 shares of Idaho Strategic Resources worth $1.11M as of Q2 2026.
  • UBS Group sold 16,682 Idaho Strategic Resources shares in Q2 2026, an estimated $648K.
  • Idaho Strategic Resources made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5643 holding.
  • UBS Group first reported a position in Idaho Strategic Resources in Q2 2022 and has held it in 15 quarters since.
  • UBS Group's Idaho Strategic Resources position peaked at $1.79M in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

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