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
Q3 		$21.3K Sell
1,075
-1,643
-60% -$31.6K ﹤0.01% 8436
2026
Q2 		$48.5K Sell
2,718
-4
-0.1% -$69 ﹤0.01% 7584
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 $500B AUM 36.84% 1-Year Est. Return
SRB
Sid R. Bass $2.91M AUM 19.72% 1-Year Est. Return
Phraction Management
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

UBS Group's MKTW Position: Q3 2026 in Review

UBS Group reduced its MarketWise (MKTW) stake by 60% in Q3 2026, selling an estimated $31.6K and leaving 1,075 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8436.

UBS Group first reported a position in MKTW in Q3 2020 and has held it in 23 quarters since. The position peaked at $266K in Q4 2020. 40 funds tracked by Wall St. Rank hold MKTW as of Q3 2026.

  • UBS Group held 1,075 shares of MarketWise worth $21.3K as of Q3 2026.
  • UBS Group sold 1,643 MarketWise shares in Q3 2026, an estimated $31.6K.
  • MarketWise made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8436 holding.
  • UBS Group first reported a position in MarketWise in Q3 2020 and has held it in 23 quarters since.
  • UBS Group's MarketWise position peaked at $266K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held MarketWise as of Q3 2026.

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