UBS Group
SRI icon

UBS Group’s Stoneridge SRI Stock Holding History

UBS Group’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Sell
37,324
-220,071
-85% -$1.51M ﹤0.01% 6602
2026
Q1 		$1.24M Buy
257,395
+78,809
+44% +$540K ﹤0.01% 5378
2025
Q4 		$1.03M Buy
178,586
+49,326
+38% +$310K ﹤0.01% 5541
2025
Q3 		$985K Buy
129,260
+73,818
+133% +$585K ﹤0.01% 5586
2025
Q2 		$390K Buy
55,442
+23,314
+73% +$114K ﹤0.01% 6217
2025
Q1 		$147K Sell
32,128
-20,191
-39% -$103K ﹤0.01% 6754
2024
Q4 		$328K Buy
52,319
+6,657
+15% +$51.1K ﹤0.01% 6142
2024
Q3 		$511K Buy
45,662
+11,904
+35% +$170K ﹤0.01% 5210
2024
Q2 		$539K Sell
33,758
-1,963
-5% -$31.4K ﹤0.01% 4942
2024
Q1 		$659K Buy
35,721
+2,600
+8% +$46.2K ﹤0.01% 4967
2023
Q4 		$648K Buy
33,121
+14,490
+78% +$252K ﹤0.01% 4876
2023
Q3 		$374K Sell
18,631
-140
-0.7% -$2.84K ﹤0.01% 4880
2023
Q2 		$354K Buy
18,771
+7,786
+71% +$137K ﹤0.01% 5097
2023
Q1 		$205K Sell
10,985
-902
-8% -$19.4K ﹤0.01% 5367
2022
Q4 		$256K Buy
11,887
+11,451
+2,626% +$245K ﹤0.01% 5253
2022
Q3 		$7K Sell
436
-161
-27% -$3.02K ﹤0.01% 8902
2022
Q2 		$10K Sell
597
-5,018
-89% -$95.3K ﹤0.01% 7998
2022
Q1 		$116K Sell
5,615
-5,452
-49% -$100K ﹤0.01% 5795
2021
Q4 		$219K Buy
11,067
+10,793
+3,939% +$228K ﹤0.01% 5607
2021
Q3 		$6K Sell
274
-9
-3% -$223 ﹤0.01% 8446
2021
Q2 		$8K Sell
283
-6,482
-96% -$205K ﹤0.01% 8254
2021
Q1 		$215K Sell
6,765
-4,158
-38% -$131K ﹤0.01% 5429
2020
Q4 		$330K Buy
10,923
+10,329
+1,739% +$268K ﹤0.01% 4909
2020
Q3 		$11K Sell
594
-704
-54% -$14.4K ﹤0.01% 6783
2020
Q2 		$27K Sell
1,298
-432
-25% -$8.09K ﹤0.01% 6349
2020
Q1 		$29K Sell
1,730
-29,862
-95% -$741K ﹤0.01% 6245
2019
Q4 		$926K Buy
31,592
+11,010
+53% +$339K ﹤0.01% 4290
2019
Q3 		$637K Buy
20,582
+15,147
+279% +$475K ﹤0.01% 4349
2019
Q2 		$171K Buy
5,435
+4,825
+791% +$143K ﹤0.01% 5014
2019
Q1 		$18K Sell
610
-10,763
-95% -$294K ﹤0.01% 6395
2018
Q4 		$280K Sell
11,373
-9,312
-45% -$237K ﹤0.01% 4684
2018
Q3 		$615K Sell
20,685
-2,922
-12% -$92.6K ﹤0.01% 4271
2018
Q2 		$830K Buy
23,607
+12,667
+116% +$385K ﹤0.01% 3937
2018
Q1 		$302K Buy
10,940
+8,807
+413% +$215K ﹤0.01% 4517
2017
Q4 		$49K Sell
2,133
-2,439
-53% -$54.5K ﹤0.01% 5854
2017
Q3 		$90K Buy
4,572
+3,734
+446% +$61.8K ﹤0.01% 5378
2017
Q2 		$13K Buy
838
+32
+4% +$536 ﹤0.01% 6607
2017
Q1 		$15K Sell
806
-3,359
-81% -$59.1K ﹤0.01% 6357
2016
Q4 		$74K Buy
+4,165
New +$70.5K ﹤0.01% 5521
2016
Q1 		– Sell
-717
Closed -$11K – 8134
2015
Q4 		$11K Buy
+717
New +$9.64K ﹤0.01% 7237
2015
Q1 		– Sell
-1,226
Closed -$16K – 9341
2014
Q4 		$16K Buy
+1,226
New +$14.3K ﹤0.01% 7963

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

UBS Group's SRI Position: Q2 2026 in Review

UBS Group reduced its Stoneridge (SRI) stake by 85% in Q2 2026, selling an estimated $1.51M and leaving 37,324 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #6602.

UBS Group first reported a position in SRI in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.24M in Q1 2026. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • UBS Group held 37,324 shares of Stoneridge worth $273K as of Q2 2026.
  • UBS Group sold 220,071 Stoneridge shares in Q2 2026, an estimated $1.51M.
  • Stoneridge made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6602 holding.
  • UBS Group first reported a position in Stoneridge in Q4 2014 and has held it in 41 quarters since.
  • UBS Group's Stoneridge position peaked at $1.24M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

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