UBS Group’s Phunware PHUN Stock Holding History

UBS Group’s Portfolio PHUN Stock Details PHUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,000	Closed	-$5.2K	–	10597
2024 Q4	$5.2K	Buy	+1,000	New	+$5.52K	﹤0.01%	8686

Other funds holding PHUN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group's PHUN Position: Q2 2026 in Review

UBS Group increased its Phunware (PHUN) stake by 8% in Q2 2026, buying an estimated $110K and bringing the position to 730,630 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #5370.

UBS Group first reported a position in PHUN in Q4 2016 and has held it in 35 quarters since. 34 funds tracked by Wall St. Rank hold PHUN as of Q2 2026.

UBS Group held 730,630 shares of Phunware worth $1.5M as of Q2 2026.
UBS Group bought 54,379 Phunware shares in Q2 2026, an estimated $110K.
Phunware made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5370 holding.
UBS Group first reported a position in Phunware in Q4 2016 and has held it in 35 quarters since.
34 funds tracked by Wall St. Rank held Phunware as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.