UBS Group’s Heidmar Maritime Holdings HMR Stock Holding History

UBS Group’s Portfolio HMR Stock Details HMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$679	Buy	+804	New	+$742	﹤0.01%	9786
2025 Q4	–	Sell	-45,362	Closed	-$59.9K	–	11473
2025 Q3	$59.9K	Sell	45,362 -16,830	-27%	-$24.8K	﹤0.01%	7435
2025 Q2	$106K	Sell	62,192 -11,830	-16%	-$27.4K	﹤0.01%	7187
2025 Q1	$229K	Buy	+74,022	New	+$218K	﹤0.01%	6455

Other funds holding HMR

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

TVPW

Third View Private Wealth Westport, Connecticut $814M AUM

CCA

Cygnus Capital Advisors Atlanta, Georgia $146K AUM

UBS Group's HMR Position: Q1 2026 in Review

UBS Group opened a new position in Heidmar Maritime Holdings (HMR) in Q1 2026: 804 shares worth $679. The stake represents ﹤0.01% of the portfolio and ranks #9786 among its holdings. This is a return to the name: UBS Group previously reported a position in HMR as recently as Q3 2025.

UBS Group first reported a position in HMR in Q1 2025 and has held it in 4 quarters since. The position peaked at $229K in Q1 2025. 5 funds tracked by Wall St. Rank hold HMR as of Q1 2026.

UBS Group held 804 shares of Heidmar Maritime Holdings worth $679 as of Q1 2026.
Heidmar Maritime Holdings was a new UBS Group position in Q1 2026.
Heidmar Maritime Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9786 holding.
UBS Group first reported a position in Heidmar Maritime Holdings in Q1 2025 and has held it in 4 quarters since.
UBS Group's Heidmar Maritime Holdings position peaked at $229K in Q1 2025.
5 funds tracked by Wall St. Rank held Heidmar Maritime Holdings as of Q1 2026.

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