AIA
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AIMZ Investment Advisors’s Ubiquiti UI Stock Holding History

AIMZ Investment Advisors’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 		$227K Sell
425
-100
-19% -$75.4K 0.06% 142
2026
Q1 		$415K Hold
525
– – 0.13% 103
2025
Q4 		$291K Hold
525
– – 0.08% 120
2025
Q3 		$347K Hold
525
– – 0.11% 104
2025
Q2 		$216K Buy
+525
New +$191K 0.07% 120

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

AIMZ Investment Advisors's UI Position: Q2 2026 in Review

AIMZ Investment Advisors reduced its Ubiquiti (UI) stake by 19% in Q2 2026, selling an estimated $75.4K and leaving 425 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #142.

AIMZ Investment Advisors first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $415K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • AIMZ Investment Advisors held 425 shares of Ubiquiti worth $227K as of Q2 2026.
  • AIMZ Investment Advisors sold 100 Ubiquiti shares in Q2 2026, an estimated $75.4K.
  • Ubiquiti made up 0.06% of AIMZ Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • AIMZ Investment Advisors first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • AIMZ Investment Advisors's Ubiquiti position peaked at $415K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.