AWM
UI icon

AE Wealth Management’s Ubiquiti UI Stock Holding History

AE 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
-2,180
Closed -$1.44M – 2558
2025
Q3 		$1.44M Sell
2,180
-2,037
-48% -$1.02M 0.01% 654
2025
Q2 		$1.74M Sell
4,217
-31
-0.7% -$11.3K 0.01% 565
2025
Q1 		$1.32M Buy
4,248
+698
+20% +$247K 0.01% 648
2024
Q4 		$1.18M Sell
3,550
-155
-4% -$46.7K 0.01% 668
2024
Q3 		$821K Buy
+3,705
New +$676K 0.01% 749
2023
Q4 		– Sell
-17,396
Closed -$2.53M – 2187
2023
Q3 		$2.53M Sell
17,396
-2,079
-11% -$349K 0.02% 768
2023
Q2 		$3.42M Buy
+19,475
New +$3.93M 0.02% 661

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 $352M AUM 41.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $441M AUM 30.08% 1-Year Est. Return

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

AE Wealth Management sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 2,180 shares — an estimated $1.44M sold.

AE Wealth Management first reported a position in UI in Q2 2023 and held it in 7 quarters. The position peaked at $3.42M in Q2 2023. 351 funds tracked by Wall St. Rank hold UI as of Q4 2025.

  • AE Wealth Management reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,180 Ubiquiti shares in Q4 2025, an estimated $1.44M.
  • AE Wealth Management first reported a position in Ubiquiti in Q2 2023 and held it in 7 quarters.
  • AE Wealth Management's Ubiquiti position peaked at $3.42M in Q2 2023.
  • 351 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.