UBS Group
MDRR

UBS Group’s Medalist Diversified Inc MDRR Stock Holding History

UBS Group’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25K Sell
199
-90
-31% -$1.07K ﹤0.01% 9311
2025
Q4 		$3.56K Sell
289
-4,285
-94% -$56.4K ﹤0.01% 8999
2025
Q3 		$62K Sell
4,574
-1,719
-27% -$20.6K ﹤0.01% 7418
2025
Q2 		$65.7K Buy
6,293
+1,267
+25% +$14.9K ﹤0.01% 7558
2025
Q1 		$63K Buy
+5,026
New +$63.2K ﹤0.01% 7401
2024
Q4 		– Sell
-207
Closed -$2.49K – 10217
2024
Q3 		$2.49K Buy
+207
New +$2.51K ﹤0.01% 8417
2022
Q1 		– Sell
-1,396
Closed -$27K – 10636
2021
Q4 		$27K Buy
+1,396
New +$25.2K ﹤0.01% 7499
2021
Q3 		– Sell
-386
Closed -$8K – 9854
2021
Q2 		$8K Buy
386
+255
+195% +$6.02K ﹤0.01% 8248
2021
Q1 		$4K Sell
131
-35
-21% -$1.3K ﹤0.01% 8418
2020
Q4 		$6K Buy
166
+116
+232% +$3.89K ﹤0.01% 7763
2020
Q3 		$1K Buy
50
+16
+47% +$386 ﹤0.01% 7804
2020
Q2 		$1K Sell
34
-278
-89% -$8.07K ﹤0.01% 7778
2020
Q1 		$8K Buy
312
+292
+1,460% +$14.8K ﹤0.01% 7079
2019
Q4 		$1K Sell
20
-133
-87% -$8.46K ﹤0.01% 7960
2019
Q3 		$10K Buy
153
+82
+115% +$5.72K ﹤0.01% 7167
2019
Q2 		$5K Sell
71
-20
-22% -$1.77K ﹤0.01% 7377
2019
Q1 		$11K Buy
91
+41
+82% +$5.32K ﹤0.01% 6747
2018
Q4 		$6K Buy
+50
New +$7.1K ﹤0.01% 7482

Other funds holding MDRR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group's MDRR Position: Q1 2026 in Review

UBS Group reduced its Medalist Diversified Inc (MDRR) stake by 31% in Q1 2026, selling an estimated $1.07K and leaving 199 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #9311.

UBS Group first reported a position in MDRR in Q4 2018 and has held it in 18 quarters since. The position peaked at $65.7K in Q2 2025. 8 funds tracked by Wall St. Rank hold MDRR as of Q1 2026.

  • UBS Group held 199 shares of Medalist Diversified Inc worth $2.25K as of Q1 2026.
  • UBS Group sold 90 Medalist Diversified Inc shares in Q1 2026, an estimated $1.07K.
  • Medalist Diversified Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9311 holding.
  • UBS Group first reported a position in Medalist Diversified Inc in Q4 2018 and has held it in 18 quarters since.
  • UBS Group's Medalist Diversified Inc position peaked at $65.7K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q1 2026.

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