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 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

YAG

Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

UBS Group's ICON Position: Q1 2026 in Review

UBS Group increased its Icon Energy (ICON) stake by 183% in Q1 2026, buying an estimated $2.2K and bringing the position to 2,007 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #9471.

UBS Group first reported a position in ICON in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.4K in Q2 2025. 6 funds tracked by Wall St. Rank hold ICON as of Q1 2026.

UBS Group held 2,007 shares of Icon Energy worth $1.64K as of Q1 2026.
UBS Group bought 1,297 Icon Energy shares in Q1 2026, an estimated $2.2K.
Icon Energy made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9471 holding.
UBS Group first reported a position in Icon Energy in Q4 2024 and has held it in 5 quarters since.
UBS Group's Icon Energy position peaked at $10.4K in Q2 2025.
6 funds tracked by Wall St. Rank held Icon Energy as of Q1 2026.

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