AIM
UI icon

Advyzon Investment Management’s Ubiquiti UI Stock Holding History

Advyzon Investment 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
2026
Q1 		$311K Sell
393
-40
-9% -$27.2K 0.03% 522
2025
Q4 		$240K Sell
433
-25
-5% -$15.8K 0.03% 504
2025
Q3 		$302K Buy
+458
New +$229K 0.05% 324

Other funds holding UI

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advyzon Investment Management's UI Position: Q1 2026 in Review

Advyzon Investment Management reduced its Ubiquiti (UI) stake by 9.2% in Q1 2026, selling an estimated $27.2K and leaving 393 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #522.

Advyzon Investment Management first reported a position in UI in Q3 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Advyzon Investment Management held 393 shares of Ubiquiti worth $311K as of Q1 2026.
  • Advyzon Investment Management sold 40 Ubiquiti shares in Q1 2026, an estimated $27.2K.
  • Ubiquiti made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #522 holding.
  • Advyzon Investment Management first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.