UBS Group’s Icon Energy ICON Stock Holding History

UBS Group’s Portfolio ICON Stock Details ICON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.5K	Buy	+7,974	New	+$7.83K	﹤0.01%	9306
2026 Q2	–	Sell	-2,007	Closed	-$1.64K	–	11222
2026 Q1	$1.64K	Buy	2,007 +1,297	+183%	+$2.2K	﹤0.01%	9471
2025 Q4	$2.38K	Buy	710 +430	+154%	+$2.69K	﹤0.01%	9320
2025 Q3	$2.94K	Sell	280 -605	-68%	-$7.14K	﹤0.01%	9106
2025 Q2	$10.4K	Buy	+885	New	+$8.72K	﹤0.01%	8839
2025 Q1	–	Sell	-13	Closed	-$5.93K	–	10857
2024 Q4	$5.93K	Buy	+13	New	+$5.77K	﹤0.01%	8608

Other funds holding ICON

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

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

UBS Group's ICON Position: Q3 2026 in Review

UBS Group opened a new position in Icon Energy (ICON) in Q3 2026: 7,974 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #9306 among its holdings. This is a return to the name: UBS Group previously reported a position in ICON as recently as Q1 2026.

UBS Group first reported a position in ICON in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.4K in Q2 2025. 4 funds tracked by Wall St. Rank hold ICON as of Q3 2026.

UBS Group held 7,974 shares of Icon Energy worth $7.5K as of Q3 2026.
Icon Energy was a new UBS Group position in Q3 2026.
Icon Energy made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9306 holding.
UBS Group first reported a position in Icon Energy in Q4 2024 and has held it in 6 quarters since.
UBS Group's Icon Energy position peaked at $10.4K in Q2 2025.
4 funds tracked by Wall St. Rank held Icon Energy as of Q3 2026.

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