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Whipplewood Advisors’s UBS Group UBS Stock Holding History

Whipplewood Advisors’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 		$7.48K Sell
151
-484
-76% -$22K 0.01% 273
2026
Q1 		$24.8K Buy
+635
New +$27.2K 0.01% 362
2025
Q3 		– Sell
-716
Closed -$24.2K – 1107
2025
Q2 		$24.2K Buy
716
+644
+894% +$19.9K 0.01% 427
2025
Q1 		$21.9K Sell
72
-644
-90% -$21.5K 0.01% 440
2024
Q4 		$21.7K Buy
+716
New +$22.7K 0.01% 434

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Whipplewood Advisors's UBS Position: Q2 2026 in Review

Whipplewood Advisors reduced its UBS Group (UBS) stake by 76% in Q2 2026, selling an estimated $22K and leaving 151 shares worth $7.48K. The position accounts for 0.01% of the portfolio, ranked #273.

Whipplewood Advisors first reported a position in UBS in Q4 2024 and has held it in 5 quarters since. The position peaked at $24.8K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Whipplewood Advisors held 151 shares of UBS Group worth $7.48K as of Q2 2026.
  • Whipplewood Advisors sold 484 UBS Group shares in Q2 2026, an estimated $22K.
  • UBS Group made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #273 holding.
  • Whipplewood Advisors first reported a position in UBS Group in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's UBS Group position peaked at $24.8K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.