Wealth Alliance Advisory Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.02M | Sell |
60,959
-1
| -0% | -$46 | 0.44% | 46 |
|
|
2026
Q1 | $2.38M | Sell |
60,960
-525
| -0.9% | -$22.5K | 0.38% | 55 |
|
|
2025
Q4 | $2.85M | Sell |
61,485
-1,190
| -2% | -$48.1K | 0.49% | 42 |
|
|
2025
Q3 | $2.57M | Sell |
62,675
-725
| -1% | -$28.2K | 0.46% | 44 |
|
|
2025
Q2 | $2.14M | Hold |
63,400
| – | – | 0.41% | 51 |
|
|
2025
Q1 | $1.94M | Hold |
63,400
| – | – | 0.4% | 48 |
|
|
2024
Q4 | $1.92M | Sell |
63,400
-167
| -0.3% | -$5.29K | 0.41% | 47 |
|
|
2024
Q3 | $1.96M | Hold |
63,567
| – | – | 0.41% | 47 |
|
|
2024
Q2 | $1.88M | Hold |
63,567
| – | – | 0.42% | 46 |
|
|
2024
Q1 | $1.95M | Sell |
63,567
-177
| -0.3% | -$5.23K | 0.45% | 43 |
|
|
2023
Q4 | $1.97M | Hold |
63,744
| – | – | 0.51% | 39 |
|
|
2023
Q3 | $1.57M | Hold |
63,744
| – | – | 0.47% | 39 |
|
|
2023
Q2 | $1.29M | Buy |
63,744
+1
| +0% | +$20 | 0.46% | 40 |
|
|
2023
Q1 | $1.36M | Hold |
63,743
| – | – | 0.51% | 36 |
|
|
2022
Q4 | $1.19M | Sell |
63,743
-33,406
| -34% | -$568K | 0.46% | 39 |
|
|
2022
Q3 | $1.41M | Sell |
97,149
-64
| -0.1% | -$1.02K | 0.62% | 31 |
|
|
2022
Q2 | $1.58M | Hold |
97,213
| – | – | 0.75% | 25 |
|
|
2022
Q1 | $1.9M | Hold |
97,213
| – | – | 0.82% | 26 |
|
|
2021
Q4 | $1.74M | Sell |
97,213
-275
| -0.3% | -$4.84K | 0.76% | 26 |
|
|
2021
Q3 | $1.55M | Hold |
97,488
| – | – | 0.76% | 27 |
|
|
2021
Q2 | $1.5M | Hold |
97,488
| – | – | 0.73% | 28 |
|
|
2021
Q1 | $1.51M | Hold |
97,488
| – | – | 0.78% | 27 |
|
|
2020
Q4 | $1.38M | Hold |
97,488
| – | – | 0.75% | 27 |
|
|
2020
Q3 | $1.09M | Hold |
97,488
| – | – | 0.64% | 31 |
|
|
2020
Q2 | $1.13M | Hold |
97,488
| – | – | 0.69% | 30 |
|
|
2020
Q1 | $903K | Hold |
97,488
| – | – | 0.7% | 32 |
|
|
2019
Q4 | $1.23M | Hold |
97,488
| – | – | 0.7% | 29 |
|
|
2019
Q3 | $1.08M | Sell |
97,488
-6
| -0% | -$68 | 0.67% | 29 |
|
|
2019
Q2 | $1.19M | Sell |
97,494
-2,771
| -3% | -$34K | 0.73% | 31 |
|
|
2019
Q1 | $1.23M | Hold |
100,265
| – | – | 0.79% | 30 |
|
|
2018
Q4 | $1.24M | Sell |
100,265
-1,351
| -1% | -$18.3K | 0.93% | 27 |
|
|
2018
Q3 | $1.6M | Sell |
101,616
-120
| -0.1% | -$1.89K | 0.82% | 30 |
|
|
2018
Q2 | $1.56M | Sell |
101,736
-152
| -0.1% | -$2.47K | 0.86% | 29 |
|
|
2018
Q1 | $1.8M | Buy |
101,888
+1,046
| +1% | +$19.9K | 1.05% | 23 |
|
|
2017
Q4 | $1.85M | Buy |
+100,842
| New | +$1.75M | 1.66% | 17 |
|
Other funds holding UBS
CCI
Wealth Alliance Advisory Group's UBS Position: Q2 2026 in Review
Wealth Alliance Advisory Group reduced its UBS Group (UBS) stake by 0% in Q2 2026, selling an estimated $46 and leaving 60,959 shares worth $3.02M. The position accounts for 0.44% of the portfolio, ranked #46.
Wealth Alliance Advisory Group first reported a position in UBS in Q4 2017 and has held it in 35 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.
- Wealth Alliance Advisory Group held 60,959 shares of UBS Group worth $3.02M as of Q2 2026.
- Wealth Alliance Advisory Group sold 1 UBS Group share in Q2 2026, an estimated $46.
- UBS Group made up 0.44% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #46 holding.
- Wealth Alliance Advisory Group first reported a position in UBS Group in Q4 2017 and has held it in 35 quarters since.
- 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.