Skip to main content
Livermore
Livermore
ZHEN

Ritholtz Wealth Management

SEC CIK
0001698218
Latest filing
Aug 11, 2026

UBS holding history

UBS Group AG in every 13F filed by Ritholtz Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
158,219
Value
$7.84M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UBS by Ritholtz Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026158,219$7.84M0.1%+2,981+1.9%AddedHolders
Q1 2026155,238$6.07M0.1%−730.0%ReducedHolders
Q4 2025155,311$7.19M0.1%+10,194+7.0%AddedHolders
Q3 2025145,117$5.95M0.1%+886+0.6%AddedHolders
Q2 2025144,231$4.88M0.1%−37,059−20.4%ReducedHolders
Q1 2025181,290$5.55M0.2%−25,513−12.3%ReducedHolders
Q4 2024206,803$6.27M0.2%+29,367+16.6%AddedHolders
Q3 2024177,436$5.48M0.2%+22,363+14.4%AddedHolders
Q2 2024155,073$4.58M0.2%−7,348−4.5%ReducedHolders
Q1 2024162,421$4.99M0.2%+9,782+6.4%AddedHolders
Q4 2023152,639$4.72M0.2%+11,298+8.0%AddedHolders
Q3 2023141,341$3.48M0.2%+38,439+37.4%AddedHolders
Q2 2023102,902$2.09M0.1%+8,193+8.7%AddedHolders
Q1 202394,709$2.02M0.1%+3,711+4.1%AddedHolders
Q4 202290,998$1.70M0.1%+24,072+36.0%AddedHolders
Q3 202266,926$971.0K0.1%+21,945+48.8%AddedHolders
Q2 202244,981$730.0K<0.1%+27,542+157.9%AddedHolders
Q1 202217,439$341.0K<0.1%+3,303+23.4%AddedHolders
Q4 202114,136$253.0K<0.1%+3,161+28.8%AddedHolders
Q3 202110,975$175.0K<0.1%+344+3.2%AddedHolders
Q2 202110,631$163.0K<0.1%−1,265−10.6%ReducedHolders
Q1 202111,896$185.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.