AIM
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Allen Investment Management’s Ubiquiti UI Stock Holding History

Allen 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
2025
Q4 		– Sell
-616
Closed -$407K – 231
2025
Q3 		$407K Hold
616
– – ﹤0.01% 174
2025
Q2 		$254K Buy
+616
New +$224K ﹤0.01% 188
2025
Q1 		– Sell
-616
Closed -$204K – 206
2024
Q4 		$204K Buy
+616
New +$185K ﹤0.01% 195

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

Allen Investment Management's UI Position: Q4 2025 in Review

Allen Investment Management sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 616 shares — an estimated $407K sold.

Allen Investment Management first reported a position in UI in Q4 2024 and held it in 3 quarters. The position peaked at $407K in Q3 2025. 351 funds tracked by Wall St. Rank hold UI as of Q4 2025.

  • Allen Investment Management reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
  • Allen Investment Management sold 616 Ubiquiti shares in Q4 2025, an estimated $407K.
  • Allen Investment Management first reported a position in Ubiquiti in Q4 2024 and held it in 3 quarters.
  • Allen Investment Management's Ubiquiti position peaked at $407K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on Allen Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.