Wedmont Private Capital’s UBS Group UBS Stock Holding History

Wedmont Private Capital’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 Q2	$440K	Sell	8,450 -983	-10%	-$44.8K	0.01%	593
2026 Q1	$390K	Sell	9,433 -487	-5%	-$20.8K	0.01%	581
2025 Q4	$469K	Buy	9,920 +609	+7%	+$24.6K	0.02%	499
2025 Q3	$381K	Buy	9,311 +71	+0.8%	+$2.76K	0.01%	546
2025 Q2	$331K	Buy	9,240 +146	+2%	+$4.52K	0.01%	540
2025 Q1	$259K	Sell	9,094 -179	-2%	-$5.97K	0.01%	558
2024 Q4	$300K	Buy	9,273 +100	+1%	+$3.17K	0.02%	536
2024 Q3	$287K	Buy	9,173 +879	+11%	+$26.4K	0.02%	524
2024 Q2	$259K	Buy	8,294 +768	+10%	+$22.8K	0.02%	542
2024 Q1	$232K	Buy	7,526 +231	+3%	+$6.82K	0.02%	522
2023 Q4	$221K	Buy	+7,295	New	+$192K	0.02%	504

Other funds holding UBS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wedmont Private Capital's UBS Position: Q2 2026 in Review

Wedmont Private Capital reduced its UBS Group (UBS) stake by 10% in Q2 2026, selling an estimated $44.8K and leaving 8,450 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #593.

Wedmont Private Capital first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $469K in Q4 2025. 412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Wedmont Private Capital held 8,450 shares of UBS Group worth $440K as of Q2 2026.
Wedmont Private Capital sold 983 UBS Group shares in Q2 2026, an estimated $44.8K.
UBS Group made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #593 holding.
Wedmont Private Capital first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
Wedmont Private Capital's UBS Group position peaked at $469K in Q4 2025.
412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.