UBS Group
WBX

UBS Group’s Wallbox WBX Stock Holding History

UBS Group’s Portfolio WBX Stock Details WBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.64K Sell
661
-10,323
-94% -$29.7K ﹤0.01% 9472
2025
Q4 		$25.7K Sell
10,984
-91
-0.8% -$376 ﹤0.01% 7616
2025
Q3 		$49.5K Buy
11,075
+3,160
+40% +$15.5K ﹤0.01% 7574
2025
Q2 		$50.3K Sell
7,915
-11,933
-60% -$80.4K ﹤0.01% 7765
2025
Q1 		$130K Sell
19,848
-15,748
-44% -$143K ﹤0.01% 6839
2024
Q4 		$357K Buy
35,596
+32,179
+942% +$509K ﹤0.01% 6077
2024
Q3 		$83.4K Sell
3,417
-93
-3% -$2.54K ﹤0.01% 6480
2024
Q2 		$92K Sell
3,510
-194
-5% -$5.63K ﹤0.01% 6230
2024
Q1 		$105K Sell
3,704
-151
-4% -$4.54K ﹤0.01% 6202
2023
Q4 		$135K Buy
3,855
+124
+3% +$4.44K ﹤0.01% 6014
2023
Q3 		$168K Sell
3,731
-150
-4% -$9.78K ﹤0.01% 5481
2023
Q2 		$275K Buy
3,881
+2,792
+256% +$184K ﹤0.01% 5264
2023
Q1 		$106K Sell
1,089
-397
-27% -$39.6K ﹤0.01% 5872
2022
Q4 		$106K Sell
1,486
-365
-20% -$41.4K ﹤0.01% 6038
2022
Q3 		$291K Buy
1,851
+389
+27% +$69.3K ﹤0.01% 4797
2022
Q2 		$260K Sell
1,462
-9,658
-87% -$2.08M ﹤0.01% 4717
2022
Q1 		$2.84M Sell
11,120
-2,429
-18% -$644K ﹤0.01% 3103
2021
Q4 		$4.43M Buy
+13,549
New +$3.72M ﹤0.01% 2956

Other funds holding WBX

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

UBS Group's WBX Position: Q1 2026 in Review

UBS Group reduced its Wallbox (WBX) stake by 94% in Q1 2026, selling an estimated $29.7K and leaving 661 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #9472.

UBS Group first reported a position in WBX in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.43M in Q4 2021. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

  • UBS Group held 661 shares of Wallbox worth $1.64K as of Q1 2026.
  • UBS Group sold 10,323 Wallbox shares in Q1 2026, an estimated $29.7K.
  • Wallbox made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9472 holding.
  • UBS Group first reported a position in Wallbox in Q4 2021 and has held it in 18 quarters since.
  • UBS Group's Wallbox position peaked at $4.43M in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

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