UBS Group
MKTW icon

UBS Group’s MarketWise MKTW Stock Holding History

UBS Group’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51K Buy
2,722
+2,391
+722% +$37K ﹤0.01% 7355
2025
Q4 		$4.97K Sell
331
-6,185
-95% -$96.7K ﹤0.01% 8747
2025
Q3 		$108K Buy
6,516
+2,108
+48% +$38.6K ﹤0.01% 7064
2025
Q2 		$87.2K Buy
4,408
+1,172
+36% +$18K ﹤0.01% 7342
2025
Q1 		$32K Buy
3,236
+2,077
+179% +$24.9K ﹤0.01% 7897
2024
Q4 		$13.2K Buy
1,159
+240
+26% +$2.68K ﹤0.01% 8160
2024
Q3 		$12.3K Buy
919
+325
+55% +$5.96K ﹤0.01% 7642
2024
Q2 		$13.8K Sell
594
-1,419
-70% -$41.8K ﹤0.01% 7537
2024
Q1 		$69.7K Buy
2,013
+248
+14% +$10.5K ﹤0.01% 6364
2023
Q4 		$96.4K Sell
1,765
-621
-26% -$30.4K ﹤0.01% 6190
2023
Q3 		$76.3K Sell
2,386
-90
-4% -$3.05K ﹤0.01% 6020
2023
Q2 		$99K Buy
2,476
+409
+20% +$16K ﹤0.01% 6023
2023
Q1 		$76.5K Buy
2,067
+1,857
+884% +$74.6K ﹤0.01% 6129
2022
Q4 		$7.07K Sell
210
-17
-7% -$739 ﹤0.01% 8944
2022
Q3 		$10K Buy
+227
New +$13.4K ﹤0.01% 8438
2022
Q2 		– Sell
-379
Closed -$36K – 10683
2022
Q1 		$36K Sell
379
-64
-14% -$6.97K ﹤0.01% 6821
2021
Q4 		$67K Buy
443
+5
+1% +$711 ﹤0.01% 6661
2021
Q3 		$72K Buy
438
+85
+24% +$16.5K ﹤0.01% 6070
2021
Q2 		$70K Buy
+353
New +$70.2K ﹤0.01% 6140
2021
Q1 		– Sell
-1,294
Closed -$266K – 9298
2020
Q4 		$266K Buy
1,294
+1,290
+32,250% +$256K ﹤0.01% 5054
2020
Q3 		$1K Buy
+4
New +$797 ﹤0.01% 7806

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

UBS Group's MKTW Position: Q1 2026 in Review

UBS Group increased its MarketWise (MKTW) stake by 722% in Q1 2026, buying an estimated $37K and bringing the position to 2,722 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #7355.

UBS Group first reported a position in MKTW in Q3 2020 and has held it in 21 quarters since. The position peaked at $266K in Q4 2020. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • UBS Group held 2,722 shares of MarketWise worth $51K as of Q1 2026.
  • UBS Group bought 2,391 MarketWise shares in Q1 2026, an estimated $37K.
  • MarketWise made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7355 holding.
  • UBS Group first reported a position in MarketWise in Q3 2020 and has held it in 21 quarters since.
  • UBS Group's MarketWise position peaked at $266K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

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