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Orca Wealth Management, LLC → UBS
Orca Wealth Management, LLC UBS Position History
UBS Group AG • Financial Services
Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.9M |
| Q1 2026 | $2.3M |
| Q2 2026 | $3M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 59.3K | — | — |
| Q2 2026 | $3M | 59.8K | — | — |
| Q1 2026 | $2.3M | 59.8K | — | — |
| Q4 2025 | $2.9M | 60.1K | — | — |
| Q3 2025 | $2.5M | 60.0K | — | — |
Other funds holding UBS
$4.4B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B