AWA
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Arkadios Wealth Advisors’s Ubiquiti UI Stock Holding History

Arkadios Wealth 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 		$218K Sell
407
-24
-6% -$18.1K ﹤0.01% 1582
2026
Q1 		$341K Buy
+431
New +$293K 0.01% 1301

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

Arkadios Wealth Advisors's UI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Ubiquiti (UI) stake by 5.6% in Q2 2026, selling an estimated $18.1K and leaving 407 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Arkadios Wealth Advisors first reported a position in UI in Q1 2026 and has held it in 2 quarters since. The position peaked at $341K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Arkadios Wealth Advisors held 407 shares of Ubiquiti worth $218K as of Q2 2026.
  • Arkadios Wealth Advisors sold 24 Ubiquiti shares in Q2 2026, an estimated $18.1K.
  • Ubiquiti made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1582 holding.
  • Arkadios Wealth Advisors first reported a position in Ubiquiti in Q1 2026 and has held it in 2 quarters since.
  • Arkadios Wealth Advisors's Ubiquiti position peaked at $341K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.