UBS Group’s Rafael Holdings RFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.42K | Sell |
1,937
-2,000
| -51% | -$2.54K | ﹤0.01% | 9274 |
|
|
2025
Q4 | $4.64K | Buy |
3,937
+1,400
| +55% | +$1.81K | ﹤0.01% | 8800 |
|
|
2025
Q3 | $3.45K | Hold |
2,537
| – | – | ﹤0.01% | 9047 |
|
|
2025
Q2 | $4.39K | Sell |
2,537
-36
| -1% | -$59 | ﹤0.01% | 9276 |
|
|
2025
Q1 | $4.75K | Buy |
2,573
+1,427
| +125% | +$2.77K | ﹤0.01% | 9068 |
|
|
2024
Q4 | $1.86K | Buy |
1,146
+190
| +20% | +$356 | ﹤0.01% | 9152 |
|
|
2024
Q3 | $1.83K | Sell |
956
-505
| -35% | -$756 | ﹤0.01% | 8542 |
|
|
2024
Q2 | $2.08K | Buy |
1,461
+505
| +53% | +$798 | ﹤0.01% | 8432 |
|
|
2024
Q1 | $1.62K | Hold |
956
| – | – | ﹤0.01% | 8097 |
|
|
2023
Q4 | $1.73K | Sell |
956
-102
| -10% | -$180 | ﹤0.01% | 8235 |
|
|
2023
Q3 | $1.98K | Sell |
1,058
-132
| -11% | -$280 | ﹤0.01% | 7791 |
|
|
2023
Q2 | $2.45K | Sell |
1,190
-713
| -37% | -$1.42K | ﹤0.01% | 7749 |
|
|
2023
Q1 | $2.91K | Sell |
1,903
-2,617
| -58% | -$5.15K | ﹤0.01% | 8417 |
|
|
2022
Q4 | $8.34K | Sell |
4,520
-4,897
| -52% | -$8.93K | ﹤0.01% | 8784 |
|
|
2022
Q3 | $18K | Buy |
9,417
+8,231
| +694% | +$17.4K | ﹤0.01% | 7535 |
|
|
2022
Q2 | $3K | Sell |
1,186
-12,653
| -91% | -$25.2K | ﹤0.01% | 9354 |
|
|
2022
Q1 | $35K | Buy |
13,839
+8,160
| +144% | +$28K | ﹤0.01% | 6850 |
|
|
2021
Q4 | $28K | Buy |
5,679
+824
| +17% | +$11.1K | ﹤0.01% | 7460 |
|
|
2021
Q3 | $147K | Buy |
4,855
+38
| +0.8% | +$1.74K | ﹤0.01% | 5550 |
|
|
2021
Q2 | $242K | Sell |
4,817
-1,666
| -26% | -$72.6K | ﹤0.01% | 5224 |
|
|
2021
Q1 | $256K | Sell |
6,483
-2
| -0% | -$65 | ﹤0.01% | 5307 |
|
|
2020
Q4 | $149K | Buy |
6,485
+1,081
| +20% | +$21.3K | ﹤0.01% | 5431 |
|
|
2020
Q3 | $82K | Sell |
5,404
-3,904
| -42% | -$60.9K | ﹤0.01% | 5296 |
|
|
2020
Q2 | $132K | Sell |
9,308
-1,770
| -16% | -$24.4K | ﹤0.01% | 5101 |
|
|
2020
Q1 | $140K | Sell |
11,078
-5,876
| -35% | -$103K | ﹤0.01% | 5008 |
|
|
2019
Q4 | $298K | Buy |
16,954
+6,888
| +68% | +$126K | ﹤0.01% | 5298 |
|
|
2019
Q3 | $208K | Buy |
10,066
+5,189
| +106% | +$106K | ﹤0.01% | 5219 |
|
|
2019
Q2 | $138K | Buy |
4,877
+4,235
| +660% | +$72.9K | ﹤0.01% | 5159 |
|
|
2019
Q1 | $8K | Sell |
642
-2,918
| -82% | -$42K | ﹤0.01% | 6950 |
|
|
2018
Q4 | $28K | Sell |
3,560
-102
| -3% | -$847 | ﹤0.01% | 6537 |
|
|
2018
Q3 | $31K | Sell |
3,662
-8,714
| -70% | -$79.5K | ﹤0.01% | 6512 |
|
|
2018
Q2 | $113K | Sell |
12,376
-10,011
| -45% | -$78.9K | ﹤0.01% | 5361 |
|
|
2018
Q1 | $107K | Buy |
+22,387
| New | +$106K | ﹤0.01% | 5179 |
|
Other funds holding RFL
VCM
VFT
IC
UBS Group's RFL Position: Q1 2026 in Review
UBS Group reduced its Rafael Holdings (RFL) stake by 51% in Q1 2026, selling an estimated $2.54K and leaving 1,937 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #9274.
UBS Group first reported a position in RFL in Q1 2018 and has held it in 33 quarters since. The position peaked at $298K in Q4 2019. 43 funds tracked by Wall St. Rank hold RFL as of Q1 2026.
- UBS Group held 1,937 shares of Rafael Holdings worth $2.42K as of Q1 2026.
- UBS Group sold 2,000 Rafael Holdings shares in Q1 2026, an estimated $2.54K.
- Rafael Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9274 holding.
- UBS Group first reported a position in Rafael Holdings in Q1 2018 and has held it in 33 quarters since.
- UBS Group's Rafael Holdings position peaked at $298K in Q4 2019.
- 43 funds tracked by Wall St. Rank held Rafael Holdings as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.