UBS Group
RUNN icon

UBS Group’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

UBS Group’s Portfolio RUNN Stock Details RUNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07M Sell
64,185
-19,495
-23% -$660K ﹤0.01% 4948
2025
Q4 		$2.79M Sell
83,680
-14,249
-15% -$478K ﹤0.01% 4645
2025
Q3 		$3.36M Buy
97,929
+38,263
+64% +$1.31M ﹤0.01% 4449
2025
Q2 		$2.02M Buy
59,666
+6,272
+12% +$203K ﹤0.01% 4807
2025
Q1 		$1.73M Buy
53,394
+29,754
+126% +$988K ﹤0.01% 4825
2024
Q4 		$775K Buy
+23,640
New +$805K ﹤0.01% 5509
2024
Q2 		– Sell
-291
Closed -$9.07K – 10011
2024
Q1 		$9.07K Buy
+291
New +$8.56K ﹤0.01% 7302
2023
Q4 		– Sell
-108
Closed -$2.75K – 9800
2023
Q3 		$2.75K Buy
+108
New +$2.85K ﹤0.01% 7650

Other funds holding RUNN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

UBS Group's RUNN Position: Q1 2026 in Review

UBS Group reduced its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 23% in Q1 2026, selling an estimated $660K and leaving 64,185 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #4948.

UBS Group first reported a position in RUNN in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.36M in Q3 2025. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • UBS Group held 64,185 shares of Strategic Trust Running Oak Efficient Growth ETF worth $2.07M as of Q1 2026.
  • UBS Group sold 19,495 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $660K.
  • Strategic Trust Running Oak Efficient Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4948 holding.
  • UBS Group first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q3 2023 and has held it in 8 quarters since.
  • UBS Group's Strategic Trust Running Oak Efficient Growth ETF position peaked at $3.36M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

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