UBS Group’s iOThree Ltd IOTR Stock Holding History

UBS Group’s Portfolio IOTR Stock Details IOTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.74K	Buy	2,956 +593	+25%	+$1.58K	﹤0.01%	9501
2026 Q2	$5.41K	Buy	+2,363	New	+$6.43K	﹤0.01%	8929
2026 Q1	–	Sell	-16,552	Closed	-$40.5K	–	11568
2025 Q4	$40.5K	Buy	16,552 +11,096	+203%	+$34.2K	﹤0.01%	7336
2025 Q3	$20.8K	Sell	5,456 -6,602	-55%	-$28.3K	﹤0.01%	8127
2025 Q2	$49.3K	Buy	+12,058	New	+$92K	﹤0.01%	7788

Other funds holding IOTR

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

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

UBS Group's IOTR Position: Q3 2026 in Review

UBS Group increased its iOThree Ltd (IOTR) stake by 25% in Q3 2026, buying an estimated $1.58K and bringing the position to 2,956 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #9501.

UBS Group first reported a position in IOTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $49.3K in Q2 2025. 3 funds tracked by Wall St. Rank hold IOTR as of Q3 2026.

UBS Group held 2,956 shares of iOThree Ltd worth $5.74K as of Q3 2026.
UBS Group bought 593 iOThree Ltd shares in Q3 2026, an estimated $1.58K.
iOThree Ltd made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9501 holding.
UBS Group first reported a position in iOThree Ltd in Q2 2025 and has held it in 5 quarters since.
UBS Group's iOThree Ltd position peaked at $49.3K in Q2 2025.
3 funds tracked by Wall St. Rank held iOThree Ltd as of Q3 2026.

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