UBS Group
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UBS Group’s Horizon Kinetics Medical ETF MEDX Stock Holding History

UBS Group’s Portfolio MEDX Stock Details MEDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.6K Buy
+528
New +$19K ﹤0.01% 8555
2026
Q1 		– Sell
-102
Closed -$3.39K – 10902
2025
Q4 		$3.39K Sell
102
-1,681
-94% -$54.6K ﹤0.01% 9037
2025
Q3 		$53.3K Sell
1,783
-419
-19% -$11.9K ﹤0.01% 7514
2025
Q2 		$58.7K Buy
2,202
+1,307
+146% +$34K ﹤0.01% 7643
2025
Q1 		$24.8K Sell
895
-107
-11% -$2.96K ﹤0.01% 8085
2024
Q4 		$26.2K Buy
+1,002
New +$28.8K ﹤0.01% 7711

Other funds holding MEDX

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's MEDX Position: Q3 2026 in Review

UBS Group opened a new position in Horizon Kinetics Medical ETF (MEDX) in Q3 2026: 528 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #8555 among its holdings. This is a return to the name: UBS Group previously reported a position in MEDX as recently as Q4 2025.

UBS Group first reported a position in MEDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.7K in Q2 2025. 5 funds tracked by Wall St. Rank hold MEDX as of Q3 2026.

  • UBS Group held 528 shares of Horizon Kinetics Medical ETF worth $18.6K as of Q3 2026.
  • Horizon Kinetics Medical ETF was a new UBS Group position in Q3 2026.
  • Horizon Kinetics Medical ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8555 holding.
  • UBS Group first reported a position in Horizon Kinetics Medical ETF in Q4 2024 and has held it in 6 quarters since.
  • UBS Group's Horizon Kinetics Medical ETF position peaked at $58.7K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Horizon Kinetics Medical ETF as of Q3 2026.

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