UBS Group
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UBS Group’s Innovative Eyewear LUCY Stock Holding History

UBS Group’s Portfolio LUCY Stock Details LUCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,077
Closed -$2.07K – 10884
2025
Q4 		$2.07K Buy
+2,077
New +$3.35K ﹤0.01% 9388
2025
Q3 		– Sell
-16,443
Closed -$34.9K – 10671
2025
Q2 		$34.9K Buy
16,443
+15,837
+2,613% +$38.2K ﹤0.01% 8059
2025
Q1 		$1.58K Sell
606
-4,928
-89% -$22.9K ﹤0.01% 9490
2024
Q4 		$27.2K Sell
5,534
-12,303
-69% -$84K ﹤0.01% 7675
2024
Q3 		$149K Buy
17,837
+14,767
+481% +$88K ﹤0.01% 6076
2024
Q2 		$30.4K Buy
+3,070
New +$22K ﹤0.01% 7048
2024
Q1 		– Sell
-528
Closed -$4.46K – 9738
2023
Q4 		$4.46K Buy
528
+523
+10,460% +$4.64K ﹤0.01% 7861
2023
Q3 		$57 Sell
5
-36
-88% -$525 ﹤0.01% 8987
2023
Q2 		$730 Buy
+41
New +$1.78K ﹤0.01% 8116
2023
Q1 		– Sell
-206
Closed -$5.65K – 10026
2022
Q4 		$5.65K Buy
+206
New +$5.67K ﹤0.01% 9147

Other funds holding LUCY

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

UBS Group's LUCY Position: Q1 2026 in Review

UBS Group sold out of Innovative Eyewear (LUCY) in Q1 2026, closing a stake of 2,077 shares — an estimated $2.07K sold.

UBS Group first reported a position in LUCY in Q4 2022 and held it in 10 quarters. The position peaked at $149K in Q3 2024. 7 funds tracked by Wall St. Rank hold LUCY as of Q1 2026.

  • UBS Group reported no remaining Innovative Eyewear position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 2,077 Innovative Eyewear shares in Q1 2026, an estimated $2.07K.
  • UBS Group first reported a position in Innovative Eyewear in Q4 2022 and held it in 10 quarters.
  • UBS Group's Innovative Eyewear position peaked at $149K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Innovative Eyewear as of Q1 2026.

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