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
Q2 		$7 Buy
+1
New +$6 ﹤0.01% 10337
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

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

UBS Group's NXPL Position: Q2 2026 in Review

UBS Group opened a new position in NextPlat (NXPL) in Q2 2026: 1 share worth $7. The stake represents ﹤0.01% of the portfolio and ranks #10337 among its holdings. This is a return to the name: UBS Group previously reported a position in NXPL as recently as Q4 2025.

UBS Group first reported a position in NXPL in Q2 2021 and has held it in 10 quarters since. The position peaked at $13K in Q4 2021. 9 funds tracked by Wall St. Rank hold NXPL as of Q2 2026.

  • UBS Group held 1 share of NextPlat worth $7 as of Q2 2026.
  • NextPlat was a new UBS Group position in Q2 2026.
  • NextPlat made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10337 holding.
  • UBS Group first reported a position in NextPlat in Q2 2021 and has held it in 10 quarters since.
  • UBS Group's NextPlat position peaked at $13K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held NextPlat as of Q2 2026.

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