Ubs Group shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Ubs Group
Tip: Access up to 7 years of quarterly data
All positions including Ubs Group held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ubs Group by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $762k | 20k | 39.07 |
| 2025-12-31 | $559k | 12k | 46.31 |
| 2025-09-30 | $450k | 11k | 41.00 |
| 2025-06-30 | $336k | 9.9k | 33.82 |
| 2025-03-31 | $248k | 8.1k | 30.63 |
| 2024-12-31 | $240k | 7.9k | 30.32 |
| 2024-09-30 | $239k | 7.7k | 30.91 |
| 2024-06-30 | $121k | 4.1k | 29.54 |
| 2019-09-30 | $999 | 118 | 8.47 |