WCM Investment Management
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WCM Investment Management’s UBS Group UBS Stock Holding History

WCM Investment Management’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
2025
Q3 		$216M Sell
2025
Q2 		$175M Sell
2025
Q1 		$167M Buy
2024
Q4 		$159M Sell
2024
Q3 		$161M Sell
2024
Q2 		$155M Sell
2024
Q1 		$163M Buy
2023
Q4 		$144M Buy
2023
Q3 		$1.66M Buy
2023
Q2 		$1.18M Buy