UBS Group
INFU icon

UBS Group’s InfuSystem Holdings INFU Stock Holding History

UBS Group’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Buy
26,425
+19,590
+287% +$171K ﹤0.01% 6527
2025
Q4 		$61.3K Buy
6,835
+787
+13% +$7.53K ﹤0.01% 7125
2025
Q3 		$62.7K Sell
6,048
-11,992
-66% -$99.5K ﹤0.01% 7413
2025
Q2 		$113K Sell
18,040
-25,584
-59% -$141K ﹤0.01% 7136
2025
Q1 		$235K Sell
43,624
-18,475
-30% -$135K ﹤0.01% 6433
2024
Q4 		$525K Buy
62,099
+52,117
+522% +$411K ﹤0.01% 5806
2024
Q3 		$66.9K Sell
9,982
-1,128
-10% -$7.31K ﹤0.01% 6633
2024
Q2 		$75.9K Sell
11,110
-11,699
-51% -$86K ﹤0.01% 6368
2024
Q1 		$195K Sell
22,809
-1,949
-8% -$18.3K ﹤0.01% 5871
2023
Q4 		$261K Buy
24,758
+10,509
+74% +$103K ﹤0.01% 5603
2023
Q3 		$137K Sell
14,249
-1,853
-12% -$19K ﹤0.01% 5630
2023
Q2 		$155K Buy
16,102
+9,895
+159% +$89.6K ﹤0.01% 5657
2023
Q1 		$48.1K Sell
6,207
-1,465
-19% -$13.5K ﹤0.01% 6488
2022
Q4 		$66.6K Buy
7,672
+2,637
+52% +$21.5K ﹤0.01% 6493
2022
Q3 		$35K Buy
5,035
+8
+0.2% +$67 ﹤0.01% 6692
2022
Q2 		$48K Sell
5,027
-322
-6% -$2.82K ﹤0.01% 5952
2022
Q1 		$52K Sell
5,349
-4,945
-48% -$63.5K ﹤0.01% 6458
2021
Q4 		$175K Sell
10,294
-61,865
-86% -$981K ﹤0.01% 5816
2021
Q3 		$940K Sell
72,159
-93,293
-56% -$1.52M ﹤0.01% 4247
2021
Q2 		$3.44M Buy
165,452
+22,072
+15% +$446K ﹤0.01% 3055
2021
Q1 		$2.92M Buy
143,380
+133,596
+1,365% +$2.5M ﹤0.01% 3168
2020
Q4 		$184K Buy
9,784
+4,695
+92% +$70.7K ﹤0.01% 5289
2020
Q3 		$66K Sell
5,089
-57,234
-92% -$744K ﹤0.01% 5448
2020
Q2 		$719K Buy
62,323
+57,792
+1,275% +$664K ﹤0.01% 3819
2020
Q1 		$38K Buy
4,531
+31
+0.7% +$280 ﹤0.01% 6042
2019
Q4 		$38K Sell
4,500
-1,298
-22% -$9.56K ﹤0.01% 6513
2019
Q3 		$31K Buy
5,798
+1,298
+29% +$6.28K ﹤0.01% 6473
2019
Q2 		$19K Sell
4,500
-1,059
-19% -$4.92K ﹤0.01% 6645
2019
Q1 		$28K Sell
5,559
-358
-6% -$1.43K ﹤0.01% 6002
2018
Q4 		$20K Sell
5,917
-3,647
-38% -$12K ﹤0.01% 6789
2018
Q3 		$31K Buy
9,564
+1,852
+24% +$6.05K ﹤0.01% 6507
2018
Q2 		$27K Buy
7,712
+3,212
+71% +$9.47K ﹤0.01% 6471
2018
Q1 		$13K Sell
4,500
-397
-8% -$933 ﹤0.01% 6713
2017
Q4 		$11K Sell
4,897
-5,103
-51% -$11.1K ﹤0.01% 6955
2017
Q3 		$21K Sell
10,000
-1,026
-9% -$1.95K ﹤0.01% 6412
2017
Q2 		$20K Sell
11,026
-1,647
-13% -$2.97K ﹤0.01% 6298
2017
Q1 		$29K Sell
12,673
-2,327
-16% -$5.29K ﹤0.01% 5883
2016
Q4 		$38K Hold
15,000
– – ﹤0.01% 6037
2016
Q3 		$42K Buy
15,000
+4,205
+39% +$11.9K ﹤0.01% 5654
2016
Q2 		$28K Buy
10,795
+795
+8% +$2.5K ﹤0.01% 5998
2016
Q1 		$35K Hold
10,000
– – ﹤0.01% 5762
2015
Q4 		$30K Buy
10,000
+6,861
+219% +$19.7K ﹤0.01% 6324
2015
Q3 		$9K Sell
3,139
-1,185
-27% -$3.5K ﹤0.01% 7336
2015
Q2 		$14K Sell
4,324
-1,024
-19% -$3.2K ﹤0.01% 7187
2015
Q1 		$14K Buy
+5,348
New +$14.5K ﹤0.01% 7346

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group's INFU Position: Q1 2026 in Review

UBS Group increased its InfuSystem Holdings (INFU) stake by 287% in Q1 2026, buying an estimated $171K and bringing the position to 26,425 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #6527.

UBS Group first reported a position in INFU in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.44M in Q2 2021. 96 funds tracked by Wall St. Rank hold INFU as of Q1 2026.

  • UBS Group held 26,425 shares of InfuSystem Holdings worth $244K as of Q1 2026.
  • UBS Group bought 19,590 InfuSystem Holdings shares in Q1 2026, an estimated $171K.
  • InfuSystem Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6527 holding.
  • UBS Group first reported a position in InfuSystem Holdings in Q1 2015 and has held it in 45 quarters since.
  • UBS Group's InfuSystem Holdings position peaked at $3.44M in Q2 2021.
  • 96 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q1 2026.

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