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WVVIWVVI
29 quarters

Position history for UBS Group AGUBS Group AG's holdings in WILLAMETTE VY VINEYARD INC

Yes. Ubs holds 1,869 shares of WVVI (Willamette VY Vineyard), worth $4,691, as of its Q2 2026 13F filing. It increased the position by 349 shares (+23.0%) from Q1 2026. Ubs has held WVVI since Q1 2025, across 6 quarterly 13F filings.

Current Value

$4,691

Current Shares

1,869

Total Value Change

-$21,309

Total Shares Change

-1,699

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1,869
+23.0%
$4,6910.0%$2.51
12
2026-Q1
Increased
1,520
+84.0%
$3,9060.0%$2.62
15
2025-Q4
Decreased
826
-22.5%
$2,5190.0%$3.04
0
2025-Q3
Decreased
1,066
-40.7%
$3,8050.0%$3.66
0
2025-Q2
Increased
1,798
+179x
$9,9790.0%$5.38
19
2025-Q1
New
10
-
$590.0%$6.05
17
2024-Q4
Exited
0
-100.0%
$00.0%$3.40
0
2024-Q3
Decreased
28
-98.3%
$970.0%$3.48
0
2024-Q2
Increased
1,645
+280.8%
$6,4650.0%$3.93
17
2024-Q1
New
432
-
$2,2640.0%$5.24
18
2023-Q3
Exited
0
-100.0%
$00.0%$5.84
0
2023-Q2
Decreased
36
-92.1%
$2050.0%$5.75
0
2023-Q1
Decreased
457
-88.9%
$2,7650.0%$6.02
0
2022-Q4
Decreased
4,119
-19.9%
$24,5900.0%$5.97
0
2022-Q3
Increased
5,140
+102.8%
$32,0000.0%$6.05
22
2022-Q2
Decreased
2,535
-55.2%
$16,0000.0%$6.13
0
2022-Q1
Increased
5,663
+42.9%
$51,0000.0%$9.22
19
2021-Q4
Increased
3,963
+371.8%
$35,0000.0%$9.06
22
2021-Q3
Decreased
840
-32.5%
$10,0000.0%$12.68
0
2021-Q2
Decreased
1,245
-63.5%
$17,0000.0%$13.50
0
2021-Q1
Increased
3,413
+349.1%
$31,0000.0%$9.07
22
2020-Q4
Increased
760
+15.7%
$5,0000.0%$6.45
12
2020-Q3
Decreased
657
-76.9%
$4,0000.0%$6.33
0
2020-Q2
Increased
2,844
+109.6%
$17,0000.0%$5.97
20
2020-Q1
Decreased
1,357
-17.5%
$7,0000.0%$4.76
0
2019-Q4
Decreased
1,645
-11.8%
$11,0000.0%$6.98
0
2019-Q3
Decreased
1,865
-62.6%
$13,0000.0%$6.91
0
2019-Q2
Increased
4,990
+39.9%
$35,0000.0%$6.92
18
2019-Q1
First report
3,568
-
$26,0000.0%$7.21
0

Other major holders of WVVI: RENAISSANCE TECHNOLOGIES LLC, VANGUARD GROUP INC

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