APFP
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Action Point Financial Planning’s Ubiquiti UI Stock Holding History

Action Point Financial Planning’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
Q2 		$534 Buy
+1
New +$754 ﹤0.01% 2621

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Action Point Financial Planning's UI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ubiquiti (UI) in Q2 2026: 1 share worth $534. The stake represents ﹤0.01% of the portfolio and ranks #2621 among its holdings.

355 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Action Point Financial Planning held 1 share of Ubiquiti worth $534 as of Q2 2026.
  • Ubiquiti was a new Action Point Financial Planning position in Q2 2026.
  • Ubiquiti made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2621 holding.
  • 355 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.