FQAL — FIDELITY

Ownership history in UBS Group AG  ·  27 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in FIDELITY (FQAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,424 -1,277 -47.3% 0.00% $106K $74.50
2025 Q1 ADDED 2,701 +2,293 +562.0% 0.00% $173K $63.59
2024 Q4 REDUCED 408 -2,357 -85.2% 0.00% $27K $64.65
2024 Q3 ADDED 2,765 +1,653 +148.7% 0.00% $179K $63.89
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FQAL price (monthly, adj. close)

Other funds also holding FQAL

As of 2025 Q4 — sorted by position size

High Probability Advisors, LLC 3.12% Orgel Wealth Management, LLC 3Y 7Y 1.52% Sequent Asset Management, LLC 3Y 7Y 1.08% OmniStar Financial Group, Inc. 3Y 7Y 1.0% Madden Advisory Services, Inc. 3Y 7Y 0.99% Keystone Wealth Services, LLC 3Y 0.82% SMITH CHAS P & ASSOCIATES PA CPAS 3Y 7Y 0.72% Sunbelt Securities, Inc. 3Y 7Y 0.55% UNIQUE WEALTH, LLC 3Y 0.46% Silver Grove Financial Group, Inc. 0.27%
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