Rothwell Investment Advisors, LLC’s Ubiquiti UI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.6K	Buy	+59	New	+$33.1K	0.02%	507

Other funds holding UI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Ubiquiti (UI) in Q3 2026: 59 shares worth $33.6K. The stake represents 0.02% of the portfolio and ranks #507 among its holdings.

175 funds tracked by Wall St. Rank hold UI as of Q3 2026.

Rothwell Investment Advisors, LLC held 59 shares of Ubiquiti worth $33.6K as of Q3 2026.
Ubiquiti was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Ubiquiti made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #507 holding.
175 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.