UBS Group’s La Rosa Holding LRHC Stock Holding History

UBS Group’s Portfolio LRHC Stock Details LRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$5	–	10785
2026 Q1	$5	Sell	1 -52	-98%	-$1.32K	﹤0.01%	10357
2025 Q4	$3.34K	Buy	+53	New	+$19.2K	﹤0.01%	9046
2025 Q3	–	Sell	-5	Closed	-$3.41K	–	10005
2025 Q2	$5.12K	Sell	5 -1	-17%	-$1.17K	﹤0.01%	9210
2025 Q1	$9.18K	Buy	+6	New	+$15.8K	﹤0.01%	8703
2024 Q4	–	Hold	0	–	–	–	9430
2024 Q3	–	Hold	0	–	-$2.62K	–	9836
2024 Q2	–	Hold	0	–	–	–	8325
2024 Q1	–	Hold	0	–	–	–	7519

Other funds holding LRHC

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

UBS Group's LRHC Position: Q2 2026 in Review

UBS Group sold out of La Rosa Holding (LRHC) in Q2 2026, closing a stake of 1 share — an estimated $5 sold.

UBS Group first reported a position in LRHC in Q1 2025 and held it in 4 quarters. The position peaked at $9.18K in Q1 2025. 1 fund tracked by Wall St. Rank holds LRHC as of Q2 2026.

UBS Group reported no remaining La Rosa Holding position as of Q2 2026 after selling out during the quarter.
UBS Group sold 1 La Rosa Holding share in Q2 2026, an estimated $5.
UBS Group first reported a position in La Rosa Holding in Q1 2025 and held it in 4 quarters.
UBS Group's La Rosa Holding position peaked at $9.18K in Q1 2025.
1 fund tracked by Wall St. Rank held La Rosa Holding as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.