UBS Group
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UBS Group’s NextPlat NXPL Stock Holding History

UBS Group’s Portfolio NXPL Stock Details NXPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,283
Closed -$6.85K – 10972
2025
Q4 		$6.85K Buy
+1,283
New +$9.14K ﹤0.01% 8502
2025
Q3 		– Sell
-331
Closed -$2.46K – 10745
2025
Q2 		$2.46K Sell
331
-610
-65% -$3.85K ﹤0.01% 9464
2025
Q1 		$7.82K Buy
941
+374
+66% +$3.89K ﹤0.01% 8795
2024
Q4 		$6.12K Buy
+567
New +$6.06K ﹤0.01% 8592
2023
Q2 		– Sell
-355
Closed -$5.25K – 9422
2023
Q1 		$5.25K Buy
355
+192
+118% +$2.92K ﹤0.01% 8057
2022
Q4 		$2.05K Sell
163
-340
-68% -$5.84K ﹤0.01% 9741
2022
Q3 		$11K Buy
+503
New +$12.5K ﹤0.01% 8316
2022
Q1 		– Sell
-399
Closed -$13K – 10697
2021
Q4 		$13K Buy
+399
New +$18K ﹤0.01% 8463
2021
Q3 		– Sell
-56
Closed -$3K – 9907
2021
Q2 		$3K Buy
+56
New +$2.85K ﹤0.01% 8826

Other funds holding NXPL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
WCM
Warburton Capital Management Tulsa, Oklahoma $246M AUM 28.07% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

UBS Group's NXPL Position: Q1 2026 in Review

UBS Group sold out of NextPlat (NXPL) in Q1 2026, closing a stake of 1,283 shares — an estimated $6.85K sold.

UBS Group first reported a position in NXPL in Q2 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 14 funds tracked by Wall St. Rank hold NXPL as of Q1 2026.

  • UBS Group reported no remaining NextPlat position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,283 NextPlat shares in Q1 2026, an estimated $6.85K.
  • UBS Group first reported a position in NextPlat in Q2 2021 and held it in 9 quarters.
  • UBS Group's NextPlat position peaked at $13K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held NextPlat as of Q1 2026.

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