UBS Group
SWAG icon

UBS Group’s Stran & Co SWAG Stock Holding History

UBS Group’s Portfolio SWAG Stock Details SWAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$977 Buy
+438
New +$824 ﹤0.01% 9677
2025
Q4 		– Sell
-7
Closed -$12 – 11136
2025
Q3 		$12 Sell
7
-16,366
-100% -$26.3K ﹤0.01% 10176
2025
Q2 		$23.6K Sell
16,373
-1,142
-7% -$1.35K ﹤0.01% 8328
2025
Q1 		$17.5K Sell
17,515
-543
-3% -$538 ﹤0.01% 8317
2024
Q4 		$16.3K Buy
+18,058
New +$19.4K ﹤0.01% 8011
2024
Q3 		– Sell
-1,806
Closed -$2.02K – 10047
2024
Q2 		$2.02K Buy
1,806
+901
+100% +$1.08K ﹤0.01% 8438
2024
Q1 		$1.32K Buy
+905
New +$1.36K ﹤0.01% 8160
2023
Q1 		– Sell
-3,493
Closed -$4.4K – 10342
2022
Q4 		$4.4K Buy
+3,493
New +$4.84K ﹤0.01% 9343
2022
Q2 		– Sell
-9,129
Closed -$16K – 10918
2022
Q1 		$16K Buy
+9,129
New +$22.9K ﹤0.01% 7753

Other funds holding SWAG

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group's SWAG Position: Q2 2026 in Review

UBS Group opened a new position in Stran & Co (SWAG) in Q2 2026: 438 shares worth $977. The stake represents ﹤0.01% of the portfolio and ranks #9677 among its holdings. This is a return to the name: UBS Group previously reported a position in SWAG as recently as Q3 2025.

UBS Group first reported a position in SWAG in Q1 2022 and has held it in 9 quarters since. The position peaked at $23.6K in Q2 2025. 23 funds tracked by Wall St. Rank hold SWAG as of Q2 2026.

  • UBS Group held 438 shares of Stran & Co worth $977 as of Q2 2026.
  • Stran & Co was a new UBS Group position in Q2 2026.
  • Stran & Co made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9677 holding.
  • UBS Group first reported a position in Stran & Co in Q1 2022 and has held it in 9 quarters since.
  • UBS Group's Stran & Co position peaked at $23.6K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Stran & Co as of Q2 2026.

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