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Advisornet Financial’s Ubiquiti UI Stock Holding History

Advisornet Financial’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 Hold
1
– – ﹤0.01% 2093
2026
Q1 		$790 Hold
1
– – ﹤0.01% 2044
2025
Q4 		$553 Hold
1
– – ﹤0.01% 2079
2025
Q3 		$661 Hold
1
– – ﹤0.01% 2026
2025
Q2 		$412 Buy
+1
New +$364 ﹤0.01% 2085
2022
Q1 		– Sell
-1
Closed -$270 – 2215
2021
Q4 		$0 Buy
+1
New +$304 ﹤0.01% 2148

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

Advisornet Financial's UI Position: Q2 2026 in Review

Advisornet Financial held its Ubiquiti (UI) position steady in Q2 2026 at 1 share worth $534. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Advisornet Financial first reported a position in UI in Q4 2021 and has held it in 6 quarters since. The position peaked at $790 in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Advisornet Financial held 1 share of Ubiquiti worth $534 as of Q2 2026.
  • Advisornet Financial left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2093 holding.
  • Advisornet Financial first reported a position in Ubiquiti in Q4 2021 and has held it in 6 quarters since.
  • Advisornet Financial's Ubiquiti position peaked at $790 in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.