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 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

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

HWM

HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's MEDX Position: Q1 2026 in Review

UBS Group sold out of Horizon Kinetics Medical ETF (MEDX) in Q1 2026, closing a stake of 102 shares — an estimated $3.39K sold.

UBS Group first reported a position in MEDX in Q4 2024 and held it in 5 quarters. The position peaked at $58.7K in Q2 2025. 6 funds tracked by Wall St. Rank hold MEDX as of Q1 2026.

UBS Group reported no remaining Horizon Kinetics Medical ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 102 Horizon Kinetics Medical ETF shares in Q1 2026, an estimated $3.39K.
UBS Group first reported a position in Horizon Kinetics Medical ETF in Q4 2024 and held it in 5 quarters.
UBS Group's Horizon Kinetics Medical ETF position peaked at $58.7K in Q2 2025.
6 funds tracked by Wall St. Rank held Horizon Kinetics Medical ETF as of Q1 2026.

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