William Blair & Company’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $372K | Buy |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $242K | Buy |
|
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $239K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $482K | Sell |
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|
2019
Q1 | $522K | Sell |
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|
2018
Q4 | $3.27M | Sell |
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|
2018
Q3 | $4.41M | Buy |
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|
2018
Q2 | $3.43M | Buy |
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|
2018
Q1 | $3.47M | Buy |
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|
2017
Q4 | $3.42M | Buy |
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|
2017
Q3 | $2.65M | Sell |
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|
2017
Q2 | $2.7M | Buy |
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|
2017
Q1 | $2.3M | Buy |
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|
2016
Q4 | $1.89M | Buy |
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|
2016
Q3 | $1.62M | Buy |
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|
2016
Q2 | $1.03M | Buy |
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|
2016
Q1 | $860K | Buy |
|
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|
2015
Q4 | $661K | Sell |
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|
2015
Q3 | $2.8M | Buy |
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|
2015
Q2 | $3.08M | Buy |
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|
2015
Q1 | $289K | Buy |
|