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UBS Group’s
The Oncology Institute
TOI
Stock Holding History
UBS Group’s Portfolio
TOI Stock Details
TOI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.76M
Buy
574,652
+286,966
+100%
+$880K
﹤0.01%
5089
2025
Q4
$1.02M
Sell
287,686
-768,176
-73%
-$2.85M
﹤0.01%
5554
2025
Q3
$3.68M
Buy
1,055,862
+635,489
+151%
+$2.18M
﹤0.01%
4352
2025
Q2
$862K
Buy
420,373
+410,296
+4,072%
+$1.03M
﹤0.01%
5573
2025
Q1
$11.5K
Sell
10,077
-51,884
-84%
-$40.2K
﹤0.01%
8549
2024
Q4
$19.1K
Buy
+61,961
New
+$16.1K
﹤0.01%
7902
2024
Q2
–
Sell
-10,326
Closed
-$16.3K
–
10090
2024
Q1
$16.3K
Buy
+10,326
New
+$19.6K
﹤0.01%
7010
2023
Q3
–
Sell
-2,414
Closed
-$1.33K
–
9967
2023
Q2
$1.33K
Sell
2,414
-9,124
-79%
-$4.83K
﹤0.01%
7944
2023
Q1
$7.82K
Buy
11,538
+5,377
+87%
+$6.86K
﹤0.01%
7775
2022
Q4
$10.2K
Buy
6,161
+4,577
+289%
+$12.8K
﹤0.01%
8563
2022
Q3
$7K
Buy
1,584
+1,071
+209%
+$6.3K
﹤0.01%
8906
2022
Q2
$3K
Buy
+513
New
+$3.74K
﹤0.01%
9367
2022
Q1
–
Sell
-1,859
Closed
-$18K
–
10906
2021
Q4
$18K
Sell
1,859
-28,584
-94%
-$254K
﹤0.01%
7992
2021
Q3
$303K
Buy
30,443
+29,554
+3,324%
+$293K
﹤0.01%
5036
2021
Q2
$9K
Buy
+889
New
+$8.95K
﹤0.01%
8160
2021
Q1
–
Sell
-502
Closed
-$5K
–
9469
2020
Q4
$5K
Sell
502
-1,044
-68%
-$10.7K
﹤0.01%
7847
2020
Q3
$16K
Buy
+1,546
New
+$16.1K
﹤0.01%
6484
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$1.86B AUM
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$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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