UBS AM
CRDL

UBS AM’s Cardiol Therapeutics CRDL Stock Holding History

UBS AM’s Portfolio CRDL Stock Details CRDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-55,000
Closed -$53.4K – 2639
2025
Q1 		$53.4K Buy
+55,000
New +$67.5K ﹤0.01% 2612
2024
Q4 		– Sell
-55,000
Closed -$109K – 2672
2024
Q3 		$109K Hold
55,000
– – ﹤0.01% 2778
2024
Q2 		$111K Buy
+55,000
New +$117K ﹤0.01% 2771

Other funds holding CRDL

TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

UBS AM's CRDL Position: Q2 2025 in Review

UBS AM sold out of Cardiol Therapeutics (CRDL) in Q2 2025, closing a stake of 55,000 shares — an estimated $53.4K sold.

UBS AM first reported a position in CRDL in Q2 2024 and held it in 3 quarters. The position peaked at $111K in Q2 2024. 38 funds tracked by Wall St. Rank hold CRDL as of Q2 2025.

  • UBS AM reported no remaining Cardiol Therapeutics position as of Q2 2025 after selling out during the quarter.
  • UBS AM sold 55,000 Cardiol Therapeutics shares in Q2 2025, an estimated $53.4K.
  • UBS AM first reported a position in Cardiol Therapeutics in Q2 2024 and held it in 3 quarters.
  • UBS AM's Cardiol Therapeutics position peaked at $111K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Cardiol Therapeutics as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.