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UBS Group AG position in WLTH
WEALTHFRONT CORP · Financials
Latest position (Q2 2026)1.03M sh
Reported value held$9.22M
Portfolio Weight0.00%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 1.56K | $15.00K | New |
| Q1 2022 | 2 | $0 | New |
| Q3 2022 | 1.19K | $9.00K | New |
| Q4 2025 | 165.04K | $2.24M | New |
| Q1 2026 | 1.17M | $10.78M | Add |
| Q2 2026 | 1.03M | $9.22M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding WLTH
- Tiger Global Management 15.16M sh · $135.50M · Q2 2026
- BlackRock Inc 8.36M sh · $74.77M · Q2 2026
- Wellington Management Group 4.21M sh · $37.67M · Q2 2026
- Fidelity Management & Research (FMR) 3.77M sh · $33.68M · Q2 2026
- JPMorgan Chase & Co 2.99M sh · $27.10M · Q2 2026
- Citadel Advisors 2.48M sh · $22.21M · Q2 2026
- Geode Capital Management 1.03M sh · $9.19M · Q2 2026
- Millennium Management 811.47K sh · $7.25M · Q2 2026
- Norges Bank Investment Management 799.73K sh · $7.15M · Q2 2026
- Marshall Wace 563.32K sh · $5.04M · Q2 2026
- Bank of America Corp 491.59K sh · $4.39M · Q2 2026