ACA
UI icon

Anchor Capital Advisors’s Ubiquiti UI Stock Holding History

Anchor Capital 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
Q1 		$281K Buy
+356
New +$242K 0.01% 225
2025
Q4 		– Sell
-356
Closed -$235K – 262
2025
Q3 		$235K Buy
+356
New +$178K 0.01% 235
2023
Q3 		– Sell
-1,406
Closed -$247K – 273
2023
Q2 		$247K Sell
1,406
-91,385
-98% -$18.4M 0.01% 250
2023
Q1 		$25.2M Sell
92,791
-1,114
-1% -$308K 0.67% 53
2022
Q4 		$25.7M Sell
93,905
-2,018
-2% -$601K 0.66% 52
2022
Q3 		$28.2M Sell
95,923
-57,078
-37% -$16.8M 0.78% 45
2022
Q2 		$38M Buy
153,001
+63
+0% +$16.8K 0.96% 42
2022
Q1 		$44.5M Buy
152,938
+3,814
+3% +$1.03M 0.94% 46
2021
Q4 		$45.7M Sell
149,124
-816
-0.5% -$248K 0.91% 48
2021
Q3 		$44.8M Buy
149,940
+698
+0.5% +$216K 0.93% 48
2021
Q2 		$46.6M Buy
149,242
+3,039
+2% +$890K 0.94% 50
2021
Q1 		$43.6M Sell
146,203
-3,116
-2% -$980K 0.92% 50
2020
Q4 		$41.6M Sell
149,319
-12,402
-8% -$2.85M 0.95% 47
2020
Q3 		$27M Sell
161,721
-2,337
-1% -$412K 0.68% 58
2020
Q2 		$28.6M Sell
164,058
-8,800
-5% -$1.48M 0.74% 60
2020
Q1 		$24.5M Sell
172,858
-24,879
-13% -$3.8M 0.72% 60
2019
Q4 		$37.4M Buy
197,737
+72,763
+58% +$11.7M 0.81% 53
2019
Q3 		$14.8M Sell
124,974
-7,637
-6% -$923K 0.53% 84
2019
Q2 		$17.4M Sell
132,611
-62,921
-32% -$9.11M 0.63% 74
2019
Q1 		$29.3K Sell
195,532
-35,662
-15% -$4.5M 0.62% 33
2018
Q4 		$23M Sell
231,194
-100,254
-30% -$9.92M 0.94% 41
2018
Q3 		$32.8M Sell
331,448
-4,038
-1% -$356K 1.19% 26
2018
Q2 		$28.4M Sell
335,486
-21,973
-6% -$1.72M 1.04% 31
2018
Q1 		$24.6M Buy
357,459
+3,679
+1% +$263K 0.86% 48
2017
Q4 		$25.1M Sell
353,780
-7,589
-2% -$486K 0.89% 46
2017
Q3 		$20.2M Buy
+361,369
New +$20.8M 0.73% 65

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Anchor Capital Advisors's UI Position: Q1 2026 in Review

Anchor Capital Advisors opened a new position in Ubiquiti (UI) in Q1 2026: 356 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: Anchor Capital Advisors previously reported a position in UI as recently as Q3 2025.

Anchor Capital Advisors first reported a position in UI in Q3 2017 and has held it in 26 quarters since. The position peaked at $46.6M in Q2 2021. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Anchor Capital Advisors held 356 shares of Ubiquiti worth $281K as of Q1 2026.
  • Ubiquiti was a new Anchor Capital Advisors position in Q1 2026.
  • Ubiquiti made up 0.01% of Anchor Capital Advisors's portfolio in Q1 2026, its #225 holding.
  • Anchor Capital Advisors first reported a position in Ubiquiti in Q3 2017 and has held it in 26 quarters since.
  • Anchor Capital Advisors's Ubiquiti position peaked at $46.6M in Q2 2021.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.