UBS Group’s HeartCore Enterprises HTCR Stock Holding History

UBS Group’s Portfolio HTCR Stock Details HTCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.2K	Buy	+6,114	New	+$15K	﹤0.01%	8924
2026 Q2	–	Sell	-180	Closed	-$806	–	10698
2026 Q1	$806	Sell	180 -302	-63%	-$1.62K	﹤0.01%	9728
2025 Q4	$2.94K	Buy	482 +416	+630%	+$5.09K	﹤0.01%	9182
2025 Q3	$1.07K	Sell	66 -1,527	-96%	-$21.1K	﹤0.01%	9442
2025 Q2	$15.6K	Buy	+1,593	New	+$18.7K	﹤0.01%	8603
2024 Q4	–	Sell	-138	Closed	-$2.34K	–	10128
2024 Q3	$2.34K	Buy	+138	New	+$1.93K	﹤0.01%	8454
2023 Q3	–	Sell	-231	Closed	-$6.6K	–	9670
2023 Q2	$6.6K	Buy	231 +226	+4,520%	+$5.74K	﹤0.01%	7352
2023 Q1	$91	Sell	5 -92	-95%	-$1.92K	﹤0.01%	9261
2022 Q4	$1.76K	Sell	97 -188	-66%	-$4.22K	﹤0.01%	9802
2022 Q3	$7K	Buy	285 +231	+428%	+$10.5K	﹤0.01%	8873
2022 Q2	$3K	Buy	+54	New	+$2.02K	﹤0.01%	9319

Other funds holding HTCR

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group's HTCR Position: Q3 2026 in Review

UBS Group opened a new position in HeartCore Enterprises (HTCR) in Q3 2026: 6,114 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #8924 among its holdings. This is a return to the name: UBS Group previously reported a position in HTCR as recently as Q1 2026.

UBS Group first reported a position in HTCR in Q2 2022 and has held it in 11 quarters since. The position peaked at $15.6K in Q2 2025. 3 funds tracked by Wall St. Rank hold HTCR as of Q3 2026.

UBS Group held 6,114 shares of HeartCore Enterprises worth $12.2K as of Q3 2026.
HeartCore Enterprises was a new UBS Group position in Q3 2026.
HeartCore Enterprises made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8924 holding.
UBS Group first reported a position in HeartCore Enterprises in Q2 2022 and has held it in 11 quarters since.
UBS Group's HeartCore Enterprises position peaked at $15.6K in Q2 2025.
3 funds tracked by Wall St. Rank held HeartCore Enterprises as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.