UBS Group
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UBS Group’s Harbor International Compounders ETF OSEA Stock Holding History

UBS Group’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,200
Closed -$36.3K – 10986
2025
Q4 		$36.3K Buy
1,200
+672
+127% +$20.4K ﹤0.01% 7403
2025
Q3 		$15.6K Buy
+528
New +$15.4K ﹤0.01% 8314
2023
Q2 		– Sell
-96
Closed -$2.33K – 9444
2023
Q1 		$2.33K Buy
+96
New +$2.24K ﹤0.01% 8528

Other funds holding OSEA

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group's OSEA Position: Q1 2026 in Review

UBS Group sold out of Harbor International Compounders ETF (OSEA) in Q1 2026, closing a stake of 1,200 shares — an estimated $36.3K sold.

UBS Group first reported a position in OSEA in Q1 2023 and held it in 3 quarters. The position peaked at $36.3K in Q4 2025. 69 funds tracked by Wall St. Rank hold OSEA as of Q1 2026.

  • UBS Group reported no remaining Harbor International Compounders ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,200 Harbor International Compounders ETF shares in Q1 2026, an estimated $36.3K.
  • UBS Group first reported a position in Harbor International Compounders ETF in Q1 2023 and held it in 3 quarters.
  • UBS Group's Harbor International Compounders ETF position peaked at $36.3K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q1 2026.

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