UBS Group
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UBS Group’s P3 Health Partners PIII Stock Holding History

UBS Group’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.1K Buy
2,328
+488
+27% +$3.63K ﹤0.01% 8009
2026
Q1 		$5.67K Buy
1,840
+889
+93% +$2.34K ﹤0.01% 8756
2025
Q4 		$3.32K Buy
951
+817
+610% +$5.53K ﹤0.01% 9052
2025
Q3 		$1.2K Sell
134
-1,476
-92% -$11.1K ﹤0.01% 9404
2025
Q2 		$10.1K Sell
1,610
-3,116
-66% -$24.4K ﹤0.01% 8856
2025
Q1 		$38.8K Buy
4,726
+4,717
+52,411% +$46.5K ﹤0.01% 7772
2024
Q4 		$103 Buy
9
+4
+80% +$59 ﹤0.01% 9647
2024
Q3 		$87 Sell
5
-558
-99% -$14.6K ﹤0.01% 9176
2024
Q2 		$12.7K Sell
563
-345
-38% -$10.3K ﹤0.01% 7587
2024
Q1 		$46.8K Buy
908
+19
+2% +$1.05K ﹤0.01% 6540
2023
Q4 		$62.7K Buy
889
+180
+25% +$12.4K ﹤0.01% 6425
2023
Q3 		$52.1K Buy
709
+249
+54% +$25.8K ﹤0.01% 6268
2023
Q2 		$68.7K Buy
460
+249
+118% +$34.4K ﹤0.01% 6283
2023
Q1 		$11.2K Buy
211
+107
+103% +$6.43K ﹤0.01% 7525
2022
Q4 		$9.53K Buy
104
+95
+1,056% +$20.6K ﹤0.01% 8637
2022
Q3 		$2K Buy
+9
New +$2.25K ﹤0.01% 9760
2022
Q1 		– Sell
-44
Closed -$16K – 10739
2021
Q4 		$16K Buy
44
+28
+175% +$13.4K ﹤0.01% 8172
2021
Q3 		$8K Sell
16
-2
-11% -$986 ﹤0.01% 8217
2021
Q2 		$9K Buy
+18
New +$8.83K ﹤0.01% 8148

Other funds holding PIII

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $123M AUM 198.31% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group's PIII Position: Q2 2026 in Review

UBS Group increased its P3 Health Partners (PIII) stake by 27% in Q2 2026, buying an estimated $3.63K and bringing the position to 2,328 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #8009.

UBS Group first reported a position in PIII in Q2 2021 and has held it in 19 quarters since. The position peaked at $68.7K in Q2 2023. 21 funds tracked by Wall St. Rank hold PIII as of Q2 2026.

  • UBS Group held 2,328 shares of P3 Health Partners worth $25.1K as of Q2 2026.
  • UBS Group bought 488 P3 Health Partners shares in Q2 2026, an estimated $3.63K.
  • P3 Health Partners made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8009 holding.
  • UBS Group first reported a position in P3 Health Partners in Q2 2021 and has held it in 19 quarters since.
  • UBS Group's P3 Health Partners position peaked at $68.7K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2026.

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