UBS Group’s Harbor Health Care ETF MEDI Stock Holding History

UBS Group’s Portfolio MEDI Stock Details MEDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-438	Closed	-$11.7K	–	10685
2025 Q2	$11.7K	Buy	438 +265	+153%	+$6.67K	﹤0.01%	8776
2025 Q1	$4.39K	Buy	173 +12	+7%	+$314	﹤0.01%	9110
2024 Q4	$4K	Buy	+161	New	+$4.26K	﹤0.01%	8804
2024 Q2	–	Sell	-65	Closed	-$1.76K	–	9874
2024 Q1	$1.76K	Buy	+65	New	+$1.69K	﹤0.01%	8052
2023 Q2	–	Sell	-10	Closed	-$206	–	9361
2023 Q1	$206	Buy	+10	New	+$204	﹤0.01%	9137

Other funds holding MEDI

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's MEDI Position: Q3 2025 in Review

UBS Group sold out of Harbor Health Care ETF (MEDI) in Q3 2025, closing a stake of 438 shares — an estimated $11.7K sold.

UBS Group first reported a position in MEDI in Q1 2023 and held it in 5 quarters. The position peaked at $11.7K in Q2 2025. 7 funds tracked by Wall St. Rank hold MEDI as of Q3 2025.

UBS Group reported no remaining Harbor Health Care ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 438 Harbor Health Care ETF shares in Q3 2025, an estimated $11.7K.
UBS Group first reported a position in Harbor Health Care ETF in Q1 2023 and held it in 5 quarters.
UBS Group's Harbor Health Care ETF position peaked at $11.7K in Q2 2025.
7 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.