UBS Group’s NextBoat Inc NXB Stock Holding History

UBS Group’s Portfolio NXB Stock Details NXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.3K	Buy	25,790 +9,590	+59%	+$24.7K	﹤0.01%	7476
2026 Q1	$32.2K	Sell	16,200 -5,722	-26%	-$14.1K	﹤0.01%	7641
2025 Q4	$45.8K	Buy	+21,922	New	+$64.8K	﹤0.01%	7271

Other funds holding NXB

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's NXB Position: Q2 2026 in Review

UBS Group increased its NextBoat Inc (NXB) stake by 59% in Q2 2026, buying an estimated $24.7K and bringing the position to 25,790 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7476.

UBS Group first reported a position in NXB in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold NXB as of Q2 2026.

UBS Group held 25,790 shares of NextBoat Inc worth $59.3K as of Q2 2026.
UBS Group bought 9,590 NextBoat Inc shares in Q2 2026, an estimated $24.7K.
NextBoat Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7476 holding.
UBS Group first reported a position in NextBoat Inc in Q4 2025 and has held it in 3 quarters since.
11 funds tracked by Wall St. Rank held NextBoat Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.