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 Q2	–	Sell	-2	Closed	-$41	–	11382
2026 Q1	$41	Sell	2 -80	-98%	-$1.56K	﹤0.01%	10227
2025 Q4	$1.8K	Sell	82 -1	-1%	-$29	﹤0.01%	9470
2025 Q3	$3.28K	Buy	83 +2	+2%	+$82	﹤0.01%	9065
2025 Q2	$4.39K	Buy	81 +57	+238%	+$3.37K	﹤0.01%	9274
2025 Q1	$1.74K	Buy	+24	New	+$1.94K	﹤0.01%	9451

Other funds holding CAPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

KFP

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group's CAPS Position: Q2 2026 in Review

UBS Group sold out of Capstone Holding Corp (CAPS) in Q2 2026, closing a stake of 2 shares — an estimated $41 sold.

UBS Group first reported a position in CAPS in Q1 2025 and held it in 5 quarters. The position peaked at $4.39K in Q2 2025. 9 funds tracked by Wall St. Rank hold CAPS as of Q2 2026.

UBS Group reported no remaining Capstone Holding Corp position as of Q2 2026 after selling out during the quarter.
UBS Group sold 2 Capstone Holding Corp shares in Q2 2026, an estimated $41.
UBS Group first reported a position in Capstone Holding Corp in Q1 2025 and held it in 5 quarters.
UBS Group's Capstone Holding Corp position peaked at $4.39K in Q2 2025.
9 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.