UBS Group’s MDB Capital Holdings MDBH Stock Holding History

UBS Group’s Portfolio MDBH Stock Details MDBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$163K	Sell	54,604 -1,145	-2%	-$3.63K	﹤0.01%	6751
2025 Q4	$181K	Sell	55,749 -2,969	-5%	-$10.5K	﹤0.01%	6632
2025 Q3	$198K	Sell	58,718 -943	-2%	-$3.67K	﹤0.01%	6678
2025 Q2	$267K	Sell	59,661 -2,932	-5%	-$13K	﹤0.01%	6519
2025 Q1	$386K	Buy	62,593 +21,059	+51%	+$135K	﹤0.01%	6063
2024 Q4	$262K	Buy	41,534 +9,763	+31%	+$66.3K	﹤0.01%	6292
2024 Q3	$241K	Buy	31,771 +5,739	+22%	+$49.4K	﹤0.01%	5736
2024 Q2	$195K	Buy	26,032 +6,716	+35%	+$58.4K	﹤0.01%	5672
2024 Q1	$198K	Sell	19,316 -2,942	-13%	-$32.4K	﹤0.01%	5861
2023 Q4	$257K	Buy	22,258 +7,170	+48%	+$74.8K	﹤0.01%	5611
2023 Q3	$173K	Buy	+15,088	New	+$175K	﹤0.01%	5456

Other funds holding MDBH

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group's MDBH Position: Q1 2026 in Review

UBS Group reduced its MDB Capital Holdings (MDBH) stake by 2.1% in Q1 2026, selling an estimated $3.63K and leaving 54,604 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #6751.

UBS Group first reported a position in MDBH in Q3 2023 and has held it in 11 quarters since. The position peaked at $386K in Q1 2025. 5 funds tracked by Wall St. Rank hold MDBH as of Q1 2026.

UBS Group held 54,604 shares of MDB Capital Holdings worth $163K as of Q1 2026.
UBS Group sold 1,145 MDB Capital Holdings shares in Q1 2026, an estimated $3.63K.
MDB Capital Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6751 holding.
UBS Group first reported a position in MDB Capital Holdings in Q3 2023 and has held it in 11 quarters since.
UBS Group's MDB Capital Holdings position peaked at $386K in Q1 2025.
5 funds tracked by Wall St. Rank held MDB Capital Holdings as of Q1 2026.

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