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 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

UBS Group's IDVZ Position: Q2 2026 in Review

UBS Group opened a new position in Polen International Dividend Income Fund (IDVZ) in Q2 2026: 380 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #8413 among its holdings. This is a return to the name: UBS Group previously reported a position in IDVZ as recently as Q4 2025.

UBS Group first reported a position in IDVZ in Q3 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold IDVZ as of Q2 2026.

UBS Group held 380 shares of Polen International Dividend Income Fund worth $13.1K as of Q2 2026.
Polen International Dividend Income Fund was a new UBS Group position in Q2 2026.
Polen International Dividend Income Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8413 holding.
UBS Group first reported a position in Polen International Dividend Income Fund in Q3 2025 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q2 2026.

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