UBS Group’s Capstone Holding Corp CAPS Stock Holding History

UBS Group’s Portfolio CAPS Stock Details CAPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41	Sell	61 -2,404	-98%	-$1.56K	﹤0.01%	10227
2025 Q4	$1.79K	Sell	2,465 -35	-1%	-$34	﹤0.01%	9470
2025 Q3	$3.27K	Buy	2,500 +59	+2%	+$81	﹤0.01%	9065
2025 Q2	$4.39K	Buy	2,441 +1,718	+238%	+$3.39K	﹤0.01%	9274
2025 Q1	$1.74K	Buy	+723	New	+$1.94K	﹤0.01%	9451

Other funds holding CAPS

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's CAPS Position: Q1 2026 in Review

UBS Group reduced its Capstone Holding Corp (CAPS) stake by 98% in Q1 2026, selling an estimated $1.56K and leaving 61 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #10227.

UBS Group first reported a position in CAPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.39K in Q2 2025. 7 funds tracked by Wall St. Rank hold CAPS as of Q1 2026.

UBS Group held 61 shares of Capstone Holding Corp worth $41 as of Q1 2026.
UBS Group sold 2,404 Capstone Holding Corp shares in Q1 2026, an estimated $1.56K.
Capstone Holding Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10227 holding.
UBS Group first reported a position in Capstone Holding Corp in Q1 2025 and has held it in 5 quarters since.
UBS Group's Capstone Holding Corp position peaked at $4.39K in Q2 2025.
7 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.