William Blair & Company’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
9,047
-394
| -4% | -$13.3K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $289K | Buy |
9,441
+1,465
| +18% | +$44.9K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $242K | Buy |
7,976
+823
| +12% | +$25K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $221K | Sell |
7,153
-210
| -3% | -$6.49K | ﹤0.01% | 1403 |
|
|
2024
Q2 | $218K | Buy |
7,363
+176
| +2% | +$5.2K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $221K | Buy |
7,187
+9
| +0.1% | +$276 | ﹤0.01% | 1369 |
|
|
2023
Q4 | $222K | Sell |
7,178
-2,504
| -26% | -$77.4K | ﹤0.01% | 1362 |
|
|
2023
Q3 | $239K | Buy |
+9,682
| New | +$239K | ﹤0.01% | 1329 |
|
|
2019
Q3 | – | Sell |
-40,704
| Closed | -$482K | – | 1759 |
|
|
2019
Q2 | $482K | Sell |
40,704
-2,411
| -6% | -$28.6K | ﹤0.01% | 995 |
|
|
2019
Q1 | $522K | Sell |
43,115
-220,881
| -84% | -$2.67M | ﹤0.01% | 952 |
|
|
2018
Q4 | $3.27M | Sell |
263,996
-16,318
| -6% | -$202K | 0.02% | 420 |
|
|
2018
Q3 | $4.41M | Buy |
280,314
+56,610
| +25% | +$890K | 0.03% | 394 |
|
|
2018
Q2 | $3.43M | Buy |
223,704
+27,328
| +14% | +$419K | 0.02% | 444 |
|
|
2018
Q1 | $3.47M | Buy |
196,376
+10,356
| +6% | +$183K | 0.02% | 437 |
|
|
2017
Q4 | $3.42M | Buy |
186,020
+31,759
| +21% | +$584K | 0.02% | 442 |
|
|
2017
Q3 | $2.65M | Sell |
154,261
-4,951
| -3% | -$84.9K | 0.02% | 488 |
|
|
2017
Q2 | $2.7M | Buy |
159,212
+14,760
| +10% | +$251K | 0.02% | 504 |
|
|
2017
Q1 | $2.3M | Buy |
144,452
+23,922
| +20% | +$381K | 0.02% | 509 |
|
|
2016
Q4 | $1.89M | Buy |
120,530
+1,786
| +2% | +$28K | 0.02% | 509 |
|
|
2016
Q3 | $1.62M | Buy |
118,744
+38,980
| +49% | +$531K | 0.01% | 533 |
|
|
2016
Q2 | $1.03M | Buy |
79,764
+26,080
| +49% | +$338K | 0.01% | 627 |
|
|
2016
Q1 | $860K | Buy |
53,684
+19,554
| +57% | +$313K | 0.01% | 652 |
|
|
2015
Q4 | $661K | Sell |
34,130
-117,060
| -77% | -$2.27M | 0.01% | 736 |
|
|
2015
Q3 | $2.8M | Buy |
151,190
+6,066
| +4% | +$112K | 0.02% | 439 |
|
|
2015
Q2 | $3.08M | Buy |
145,124
+129,726
| +842% | +$2.75M | ﹤0.01% | 1200 |
|
|
2015
Q1 | $289K | Buy |
+15,398
| New | +$289K | ﹤0.01% | 1894 |
|