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Westend Capital Management’s UBS Group UBS Stock Holding History

Westend Capital 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
2026
Q2 		– Sell
-191
Closed -$7.46K – 302
2026
Q1 		$7.46K Sell
191
-8
-4% -$342 ﹤0.01% 175
2025
Q4 		$9.22K Hold
199
– – ﹤0.01% 157
2025
Q3 		$8.16K Buy
+199
New +$7.73K ﹤0.01% 153

Other funds holding UBS

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Vanguard Capital Management
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Westend Capital Management's UBS Position: Q2 2026 in Review

Westend Capital Management sold out of UBS Group (UBS) in Q2 2026, closing a stake of 191 shares — an estimated $7.46K sold.

Westend Capital Management first reported a position in UBS in Q3 2025 and held it in 3 quarters. The position peaked at $9.22K in Q4 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Westend Capital Management reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Westend Capital Management sold 191 UBS Group shares in Q2 2026, an estimated $7.46K.
  • Westend Capital Management first reported a position in UBS Group in Q3 2025 and held it in 3 quarters.
  • Westend Capital Management's UBS Group position peaked at $9.22K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.