Position in AERT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,573
+$4,126 QoQ
Shares Held
2,148
-53.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 5 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AERT Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026UBS Group AG holds $369,248,350 across 22 Consulting Services names. AERT ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
970,757 | $154,078,549 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
461,983 | $82,939,805 | |
| 3 | FCN |
Fti Consulting, Inc
|
466,461 | $69,507,353 | |
| 4 | BAH |
Booz Allen Hamilton Holding Corp
|
755,673 | $45,846,680 | |
| 5 | HURN |
Huron Consulting Group Inc.
|
93,398 | $8,420,762 | |
| 6 | ICFI |
ICF International, Inc.
|
51,750 | $3,770,504 | |
| 7 | CRAI |
Cra International, Inc.
|
24,397 | $3,471,692 | |
| 8 | RGP |
Resources Connection, Inc.
|
169,530 | $720,501 |
All Filings in AERT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,573 | 2,148 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,447 | 36,574 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,541 | 18,493 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $22,537 | 33,144 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $33,331 | 27,322 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,396 | 17,926 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $36,290 | 39,023 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,349 | 10,165 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $768 | 299 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||