UBS Group
VATE icon

UBS Group’s INNOVATE Corp VATE Stock Holding History

UBS Group’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.5K Buy
7,830
+58
+0.7% +$294 ﹤0.01% 7447
2025
Q4 		$35.1K Sell
7,772
-17,972
-70% -$89.2K ﹤0.01% 7424
2025
Q3 		$126K Sell
25,744
-35,903
-58% -$187K ﹤0.01% 6969
2025
Q2 		$317K Buy
61,647
+32,908
+115% +$197K ﹤0.01% 6397
2025
Q1 		$225K Buy
28,739
+23,925
+497% +$217K ﹤0.01% 6469
2024
Q4 		$23.8K Buy
4,814
+2,434
+102% +$12.7K ﹤0.01% 7770
2024
Q3 		$8.81K Buy
2,380
+2,261
+1,900% +$11.2K ﹤0.01% 7820
2024
Q2 		$722 Sell
119
-8,560
-99% -$56.6K ﹤0.01% 8802
2024
Q1 		$60.8K Buy
8,679
+3,423
+65% +$30.2K ﹤0.01% 6424
2023
Q4 		$64.7K Buy
5,256
+1,318
+33% +$16.1K ﹤0.01% 6404
2023
Q3 		$63.8K Buy
3,938
+282
+8% +$4.7K ﹤0.01% 6131
2023
Q2 		$64K Buy
3,656
+2,997
+455% +$64.3K ﹤0.01% 6328
2023
Q1 		$19.6K Buy
659
+150
+29% +$4.38K ﹤0.01% 7098
2022
Q4 		$9.53K Sell
509
-727
-59% -$7.66K ﹤0.01% 8639
2022
Q3 		$10K Sell
1,236
-6,137
-83% -$93.7K ﹤0.01% 8461
2022
Q2 		$128K Sell
7,373
-8,419
-53% -$230K ﹤0.01% 5238
2022
Q1 		$582K Sell
15,792
-1,852
-10% -$68.7K ﹤0.01% 4580
2021
Q4 		$653K Buy
17,644
+2,690
+18% +$107K ﹤0.01% 4762
2021
Q3 		$613K Sell
14,954
-1,291
-8% -$48.2K ﹤0.01% 4582
2021
Q2 		$647K Sell
16,245
-354
-2% -$14.3K ﹤0.01% 4533
2021
Q1 		$654K Sell
16,599
-814
-5% -$30.2K ﹤0.01% 4654
2020
Q4 		$568K Buy
17,413
+11,839
+212% +$329K ﹤0.01% 4505
2020
Q3 		$135K Sell
5,574
-1,351
-20% -$36.5K ﹤0.01% 5025
2020
Q2 		$231K Buy
6,925
+6,350
+1,104% +$180K ﹤0.01% 4704
2020
Q1 		$9K Buy
575
+75
+15% +$2.16K ﹤0.01% 7017
2019
Q4 		$11K Hold
500
– – ﹤0.01% 7249
2019
Q3 		$12K Sell
500
-20
-4% -$434 ﹤0.01% 7062
2019
Q2 		$12K Buy
520
+12
+2% +$295 ﹤0.01% 6960
2019
Q1 		$12K Sell
508
-1,047
-67% -$32.6K ﹤0.01% 6699
2018
Q4 		$41K Sell
1,555
-6,362
-80% -$268K ﹤0.01% 6270
2018
Q3 		$485K Buy
7,917
+397
+5% +$23.8K ﹤0.01% 4431
2018
Q2 		$440K Sell
7,520
-2,241
-23% -$132K ﹤0.01% 4413
2018
Q1 		$513K Buy
9,761
+158
+2% +$8.88K ﹤0.01% 4181
2017
Q4 		$571K Buy
9,603
+1,274
+15% +$68.6K ﹤0.01% 4201
2017
Q3 		$440K Buy
8,329
+3,375
+68% +$180K ﹤0.01% 4312
2017
Q2 		$292K Buy
4,954
+238
+5% +$13.7K ﹤0.01% 4506
2017
Q1 		$293K Sell
4,716
-191
-4% -$11.9K ﹤0.01% 4409
2016
Q4 		$291K Buy
4,907
+1,788
+57% +$88.5K ﹤0.01% 4513
2016
Q3 		$170K Buy
3,119
+1,913
+159% +$88.2K ﹤0.01% 4659
2016
Q2 		$51K Buy
1,206
+1,173
+3,555% +$47.4K ﹤0.01% 5508
2016
Q1 		$1K Sell
33
-422
-93% -$16.2K ﹤0.01% 7466
2015
Q4 		$24K Buy
455
+422
+1,279% +$27.7K ﹤0.01% 6567
2015
Q3 		$2K Sell
33
-64
-66% -$4.78K ﹤0.01% 8105
2015
Q2 		$9K Sell
97
-352
-78% -$38K ﹤0.01% 7550
2015
Q1 		$49K Buy
449
+322
+254% +$27.3K ﹤0.01% 6066
2014
Q4 		$11K Buy
+127
New +$10.6K ﹤0.01% 8326

Other funds holding VATE

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's VATE Position: Q1 2026 in Review

UBS Group increased its INNOVATE Corp (VATE) stake by 0.75% in Q1 2026, buying an estimated $294 and bringing the position to 7,830 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7447.

UBS Group first reported a position in VATE in Q4 2014 and has held it in 46 quarters since. The position peaked at $654K in Q1 2021. 30 funds tracked by Wall St. Rank hold VATE as of Q1 2026.

  • UBS Group held 7,830 shares of INNOVATE Corp worth $44.5K as of Q1 2026.
  • UBS Group bought 58 INNOVATE Corp shares in Q1 2026, an estimated $294.
  • INNOVATE Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7447 holding.
  • UBS Group first reported a position in INNOVATE Corp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's INNOVATE Corp position peaked at $654K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held INNOVATE Corp as of Q1 2026.

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