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Annis Gardner Whiting Capital Advisors’s Ubiquiti UI Stock Holding History

Annis Gardner Whiting 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 		$2.37K Hold
3
– – ﹤0.01% 1035
2025
Q4 		$1.66K Hold
3
– – ﹤0.01% 983
2025
Q3 		$1.98K Hold
3
– – ﹤0.01% 885
2025
Q2 		$1.24K Buy
+3
New +$1.09K ﹤0.01% 1046

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

Annis Gardner Whiting Capital Advisors's UI Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Ubiquiti (UI) position steady in Q1 2026 at 3 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Annis Gardner Whiting Capital Advisors first reported a position in UI in Q2 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 3 shares of Ubiquiti worth $2.37K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors left its Ubiquiti share count unchanged in Q1 2026.
  • Ubiquiti made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1035 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Ubiquiti in Q2 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.