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Wood Tarver Financial Group’s UBS Group UBS Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-32
Closed -$1K – 608
2025
Q2 		$1K Hold
32
– – ﹤0.01% 578
2025
Q1 		$981 Hold
32
– – ﹤0.01% 581
2024
Q4 		$0 Buy
+32
New +$1.01K ﹤0.01% 772

Other funds holding UBS

Vanguard Group
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wood Tarver Financial Group's UBS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of UBS Group (UBS) in Q3 2025, closing a stake of 32 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in UBS in Q4 2024 and held it in 3 quarters. The position peaked at $1K in Q2 2025. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 32 UBS Group shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in UBS Group in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's UBS Group position peaked at $1K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.