UBS Group
CAPS

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
-61
Closed -$41 – 11382
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
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
Barclays London, United Kingdom $521B AUM 51.41% 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 61 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 61 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.