UBS Group’s iShares Technology Opportunities Active ETF TEK Stock Holding History

UBS Group’s Portfolio TEK Stock Details TEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.5K	Buy	+505	New	+$19.5K	﹤0.01%	8472
2026 Q1	–	Sell	-138	Closed	-$4.14K	–	11430
2025 Q4	$4.14K	Buy	+138	New	+$4.28K	﹤0.01%	8884
2025 Q1	–	Sell	-1,012	Closed	-$26K	–	10898
2024 Q4	$26K	Buy	+1,012	New	+$26K	﹤0.01%	7715

Other funds holding TEK

Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Richardson Capital Management Menomonee Falls, Wisconsin $244M AUM 16.15% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group's TEK Position: Q3 2026 in Review

UBS Group opened a new position in iShares Technology Opportunities Active ETF (TEK) in Q3 2026: 505 shares worth $20.5K. The stake represents ﹤0.01% of the portfolio and ranks #8472 among its holdings. This is a return to the name: UBS Group previously reported a position in TEK as recently as Q4 2025.

UBS Group first reported a position in TEK in Q4 2024 and has held it in 3 quarters since. The position peaked at $26K in Q4 2024. 6 funds tracked by Wall St. Rank hold TEK as of Q3 2026.

UBS Group held 505 shares of iShares Technology Opportunities Active ETF worth $20.5K as of Q3 2026.
iShares Technology Opportunities Active ETF was a new UBS Group position in Q3 2026.
iShares Technology Opportunities Active ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8472 holding.
UBS Group first reported a position in iShares Technology Opportunities Active ETF in Q4 2024 and has held it in 3 quarters since.
UBS Group's iShares Technology Opportunities Active ETF position peaked at $26K in Q4 2024.
6 funds tracked by Wall St. Rank held iShares Technology Opportunities Active ETF as of Q3 2026.

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