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Gradient Investments LLC → UBS
Gradient Investments LLC UBS Position History
UBS Group AG • Financial Services
Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q1 2026 | $5M |
| Q2 2026 | $6.6M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 119.3K | — | — |
| Q2 2026 | $6.6M | 132.5K | — | — |
| Q1 2026 | $5M | 127.3K | — | — |
| Q4 2025 | $2.1M | 45.8K | — | — |
Other funds holding UBS
$4.4B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B