UBS Group
TAOX icon

UBS Group’s Tao Synergies Inc TAOX Stock Holding History

UBS Group’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$108K Sell
23,900
-8,879
-27% -$33.6K ﹤0.01% 7121
2026
Q2 		$122K Buy
32,779
+22,029
+205% +$103K ﹤0.01% 7069
2026
Q1 		$61.2K Buy
+10,750
New +$51.3K ﹤0.01% 7260
2025
Q4 		– Sell
-16,609
Closed -$109K – 11104
2025
Q3 		$109K Buy
+16,609
New +$120K ﹤0.01% 7058
2025
Q2 		– Sell
-2,327
Closed -$5.63K – 10795
2025
Q1 		$5.63K Sell
2,327
-911
-28% -$2.77K ﹤0.01% 8972
2024
Q4 		$11.2K Buy
3,238
+2,151
+198% +$6.34K ﹤0.01% 8247
2024
Q3 		$3.28K Sell
1,087
-966
-47% -$3.61K ﹤0.01% 8294
2024
Q2 		$8.42K Buy
2,053
+1,804
+724% +$8.23K ﹤0.01% 7802
2024
Q1 		$1.17K Buy
249
+177
+246% +$913 ﹤0.01% 8208
2023
Q4 		$490 Buy
+72
New +$520 ﹤0.01% 8635
2023
Q2 		– Sell
-353
Closed -$7.06K – 9580
2023
Q1 		$7.06K Buy
353
+321
+1,003% +$8.48K ﹤0.01% 7854
2022
Q4 		$934 Buy
32
+21
+191% +$2.93K ﹤0.01% 10029
2022
Q3 		$2K Sell
11
-70
-86% -$12.1K ﹤0.01% 9774
2022
Q2 		$10K Buy
81
+1
+1% +$147 ﹤0.01% 7995
2022
Q1 		$15K Buy
+80
New +$15.1K ﹤0.01% 7846
2021
Q3 		– Sell
-129
Closed -$32K – 10040
2021
Q2 		$32K Buy
+129
New +$30.3K ﹤0.01% 6859

Other funds holding TAOX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

UBS Group's TAOX Position: Q3 2026 in Review

UBS Group reduced its Tao Synergies Inc (TAOX) stake by 27% in Q3 2026, selling an estimated $33.6K and leaving 23,900 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #7121.

UBS Group first reported a position in TAOX in Q2 2021 and has held it in 16 quarters since. The position peaked at $122K in Q2 2026. 16 funds tracked by Wall St. Rank hold TAOX as of Q3 2026.

  • UBS Group held 23,900 shares of Tao Synergies Inc worth $108K as of Q3 2026.
  • UBS Group sold 8,879 Tao Synergies Inc shares in Q3 2026, an estimated $33.6K.
  • Tao Synergies Inc made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7121 holding.
  • UBS Group first reported a position in Tao Synergies Inc in Q2 2021 and has held it in 16 quarters since.
  • UBS Group's Tao Synergies Inc position peaked at $122K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.