UBS Group’s Polen International Dividend Income Fund IDVZ Stock Holding History

UBS Group’s Portfolio IDVZ Stock Details IDVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-380	Closed	-$13.1K	–	11832
2026 Q2	$13.1K	Buy	+380	New	+$13.2K	﹤0.01%	8413
2026 Q1	–	Sell	-265	Closed	-$8.42K	–	11482
2025 Q4	$8.42K	Sell	265 -135	-34%	-$4.17K	﹤0.01%	8363
2025 Q3	$12.3K	Buy	+400	New	+$11.9K	﹤0.01%	8443

Other funds holding IDVZ

49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return

Alongside Austin, Texas $904M AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $621M AUM

UBS Group's IDVZ Position: Q3 2026 in Review

UBS Group sold out of Polen International Dividend Income Fund (IDVZ) in Q3 2026, closing a stake of 380 shares — an estimated $13.1K sold.

UBS Group first reported a position in IDVZ in Q3 2025 and held it in 3 quarters. The position peaked at $13.1K in Q2 2026. 7 funds tracked by Wall St. Rank hold IDVZ as of Q3 2026.

UBS Group reported no remaining Polen International Dividend Income Fund position as of Q3 2026 after selling out during the quarter.
UBS Group sold 380 Polen International Dividend Income Fund shares in Q3 2026, an estimated $13.1K.
UBS Group first reported a position in Polen International Dividend Income Fund in Q3 2025 and held it in 3 quarters.
UBS Group's Polen International Dividend Income Fund position peaked at $13.1K in Q2 2026.
7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q3 2026.

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