Valley Wealth Managers’s UBS Group UBS Stock Holding History

Valley Wealth Managers’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-96	Closed	-$4.45K	–	374
2025 Q4	$4.45K	Buy	+96	New	+$3.88K	﹤0.01%	307
2025 Q3	–	Sell	-40	Closed	-$1.35K	–	330
2025 Q2	$1.35K	Buy	+40	New	+$1.24K	﹤0.01%	276

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Valley Wealth Managers's UBS Position: Q1 2026 in Review

Valley Wealth Managers sold out of UBS Group (UBS) in Q1 2026, closing a stake of 96 shares — an estimated $4.45K sold.

Valley Wealth Managers first reported a position in UBS in Q2 2025 and held it in 2 quarters. The position peaked at $4.45K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Valley Wealth Managers reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Valley Wealth Managers sold 96 UBS Group shares in Q1 2026, an estimated $4.45K.
Valley Wealth Managers first reported a position in UBS Group in Q2 2025 and held it in 2 quarters.
Valley Wealth Managers's UBS Group position peaked at $4.45K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.