AWM
UI icon

Activest Wealth Management’s Ubiquiti UI Stock Holding History

Activest Wealth Management’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
2025
Q4 		– Sell
-3
Closed -$1.98K – 1305
2025
Q3 		$1.98K Hold
3
– – ﹤0.01% 785
2025
Q2 		$1.24K Buy
+3
New +$1.09K ﹤0.01% 747

Other funds holding UI

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return

Activest Wealth Management's UI Position: Q4 2025 in Review

Activest Wealth Management sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 3 shares — an estimated $1.98K sold.

Activest Wealth Management first reported a position in UI in Q2 2025 and held it in 2 quarters. The position peaked at $1.98K in Q3 2025. 350 funds tracked by Wall St. Rank hold UI as of Q4 2025.

  • Activest Wealth Management reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
  • Activest Wealth Management sold 3 Ubiquiti shares in Q4 2025, an estimated $1.98K.
  • Activest Wealth Management first reported a position in Ubiquiti in Q2 2025 and held it in 2 quarters.
  • Activest Wealth Management's Ubiquiti position peaked at $1.98K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.