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Position history for UBS Group AGUBS Group AG's holdings in VALUED ADVISERS TR

UBS Group AG holds 1,560 shares of EQTY (VALUED ADVISERS TR), worth $43,604 as of 2026-Q2. The position was increased (+195.4% shares).

Current Value

$43,604

Current Shares

1,560

Total Value Change

-$66,484

Total Shares Change

-3,176

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1,560
+195.4%
$43,6040.0%$27.95
22
2026-Q1
Decreased
528
-21.8%
$13,4380.0%$27.21
0
2025-Q4
Decreased
675
-97.5%
$18,2210.0%$27.17
0
2025-Q3
Decreased
26,615
-61.8%
$683,2070.0%$25.62
0
2025-Q2
Decreased
69,672
-8.3%
$1.7M0.0%$24.90
0
2025-Q1
Increased
75,986
+1094.4%
$1.8M0.0%$23.10
42
2024-Q4
Increased
6,362
+34.3%
$151,1610.0%$23.84
20
2024-Q3
Decreased
4,736
-39.8%
$110,0880.0%$23.14
0

Other major holders of EQTY: Focus Partners Wealth, NorthCoast Asset Management LLC

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