UBS Group’s Phoenix Motor Inc. Common Stock PEV Stock Holding History

UBS Group’s Portfolio PEV Stock Details PEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-264,646	Closed	-$92.1K	–	11182
2025 Q1	$92.1K	Buy	264,646 +94,445	+55%	+$33.9K	﹤0.01%	7104
2024 Q4	$51.1K	Buy	+170,201	New	+$75.5K	﹤0.01%	7277
2024 Q3	–	Sell	-120	Closed	-$40	–	10244
2024 Q2	$40	Buy	+120	New	+$78	﹤0.01%	9252
2023 Q2	–	Sell	-2,295	Closed	-$1.38K	–	9822
2023 Q1	$1.38K	Sell	2,295 -2,317	-50%	-$2.46K	﹤0.01%	8753
2022 Q4	$4.89K	Buy	+4,612	New	+$8.14K	﹤0.01%	9256
2022 Q3	–	Sell	-852	Closed	-$4K	–	11069
2022 Q2	$4K	Buy	+852	New	+$3.7K	﹤0.01%	9160

Other funds holding PEV

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's PEV Position: Q2 2025 in Review

UBS Group sold out of Phoenix Motor Inc. Common Stock (PEV) in Q2 2025, closing a stake of 264,646 shares — an estimated $92.1K sold.

UBS Group first reported a position in PEV in Q2 2022 and held it in 6 quarters. The position peaked at $92.1K in Q1 2025. 3 funds tracked by Wall St. Rank hold PEV as of Q2 2025.

UBS Group reported no remaining Phoenix Motor Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
UBS Group sold 264,646 Phoenix Motor Inc. Common Stock shares in Q2 2025, an estimated $92.1K.
UBS Group first reported a position in Phoenix Motor Inc. Common Stock in Q2 2022 and held it in 6 quarters.
UBS Group's Phoenix Motor Inc. Common Stock position peaked at $92.1K in Q1 2025.
3 funds tracked by Wall St. Rank held Phoenix Motor Inc. Common Stock as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.