UBS Group
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UBS Group’s Willamette Valley Vineyards WVVI Stock Holding History

UBS Group’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.91K Buy
1,520
+694
+84% +$1.89K ﹤0.01% 9016
2025
Q4 		$2.52K Sell
826
-240
-23% -$749 ﹤0.01% 9291
2025
Q3 		$3.81K Sell
1,066
-732
-41% -$3.41K ﹤0.01% 9009
2025
Q2 		$9.98K Buy
1,798
+1,788
+17,880% +$10.4K ﹤0.01% 8865
2025
Q1 		$59 Buy
+10
New +$56 ﹤0.01% 9998
2024
Q4 		– Sell
-28
Closed -$97 – 10469
2024
Q3 		$97 Sell
28
-1,617
-98% -$6.04K ﹤0.01% 9161
2024
Q2 		$6.46K Buy
1,645
+1,213
+281% +$5.2K ﹤0.01% 7915
2024
Q1 		$2.26K Buy
+432
New +$2.24K ﹤0.01% 7943
2023
Q3 		– Sell
-36
Closed -$205 – 10019
2023
Q2 		$205 Sell
36
-421
-92% -$2.5K ﹤0.01% 8392
2023
Q1 		$2.77K Sell
457
-3,662
-89% -$22.7K ﹤0.01% 8452
2022
Q4 		$24.6K Sell
4,119
-1,021
-20% -$6.22K ﹤0.01% 7435
2022
Q3 		$32K Buy
5,140
+2,605
+103% +$16.4K ﹤0.01% 6806
2022
Q2 		$16K Sell
2,535
-3,128
-55% -$23.9K ﹤0.01% 7215
2022
Q1 		$51K Buy
5,663
+1,700
+43% +$15.9K ﹤0.01% 6485
2021
Q4 		$35K Buy
3,963
+3,123
+372% +$41.9K ﹤0.01% 7235
2021
Q3 		$10K Sell
840
-405
-33% -$5.21K ﹤0.01% 8021
2021
Q2 		$17K Sell
1,245
-2,168
-64% -$27.3K ﹤0.01% 7527
2021
Q1 		$31K Buy
3,413
+2,653
+349% +$20.3K ﹤0.01% 6993
2020
Q4 		$5K Buy
760
+103
+16% +$657 ﹤0.01% 7854
2020
Q3 		$4K Sell
657
-2,187
-77% -$13.7K ﹤0.01% 7445
2020
Q2 		$17K Buy
2,844
+1,487
+110% +$8.57K ﹤0.01% 6665
2020
Q1 		$7K Sell
1,357
-288
-18% -$1.81K ﹤0.01% 7163
2019
Q4 		$11K Sell
1,645
-220
-12% -$1.54K ﹤0.01% 7250
2019
Q3 		$13K Sell
1,865
-3,125
-63% -$21.6K ﹤0.01% 7008
2019
Q2 		$35K Buy
4,990
+1,422
+40% +$10.1K ﹤0.01% 6217
2019
Q1 		$26K Buy
3,568
+267
+8% +$1.9K ﹤0.01% 6072
2018
Q4 		$23K Sell
3,301
-259
-7% -$1.91K ﹤0.01% 6679
2018
Q3 		$28K Sell
3,560
-68
-2% -$554 ﹤0.01% 6593
2018
Q2 		$31K Buy
3,628
+1,807
+99% +$14.8K ﹤0.01% 6356
2018
Q1 		$15K Sell
1,821
-652
-26% -$5.24K ﹤0.01% 6626
2017
Q4 		$20K Buy
2,473
+18
+0.7% +$150 ﹤0.01% 6567
2017
Q3 		$20K Sell
2,455
-156
-6% -$1.25K ﹤0.01% 6457
2017
Q2 		$21K Buy
2,611
+2
+0.1% +$16 ﹤0.01% 6266
2017
Q1 		$21K Buy
2,609
+330
+14% +$2.62K ﹤0.01% 6111
2016
Q4 		$18K Sell
2,279
-514
-18% -$4.16K ﹤0.01% 6587
2016
Q3 		$23K Buy
2,793
+1,193
+75% +$9.7K ﹤0.01% 6195
2016
Q2 		$13K Sell
1,600
-430
-21% -$3.19K ﹤0.01% 6631
2016
Q1 		$14K Buy
2,030
+430
+27% +$2.99K ﹤0.01% 6456
2015
Q4 		$11K Buy
1,600
+300
+23% +$2.17K ﹤0.01% 7241
2015
Q3 		$9K Buy
1,300
+700
+117% +$4.88K ﹤0.01% 7352
2015
Q2 		$4K Sell
600
-491
-45% -$3.25K ﹤0.01% 7995
2015
Q1 		$7K Buy
1,091
+140
+15% +$823 ﹤0.01% 7927
2014
Q4 		$5K Buy
+951
New +$5.35K ﹤0.01% 9006

Other funds holding WVVI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group's WVVI Position: Q1 2026 in Review

UBS Group increased its Willamette Valley Vineyards (WVVI) stake by 84% in Q1 2026, buying an estimated $1.89K and bringing the position to 1,520 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #9016.

UBS Group first reported a position in WVVI in Q4 2014 and has held it in 43 quarters since. The position peaked at $51K in Q1 2022. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • UBS Group held 1,520 shares of Willamette Valley Vineyards worth $3.91K as of Q1 2026.
  • UBS Group bought 694 Willamette Valley Vineyards shares in Q1 2026, an estimated $1.89K.
  • Willamette Valley Vineyards made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9016 holding.
  • UBS Group first reported a position in Willamette Valley Vineyards in Q4 2014 and has held it in 43 quarters since.
  • UBS Group's Willamette Valley Vineyards position peaked at $51K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

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