AP
UI icon

Aspect Partners’s Ubiquiti UI Stock Holding History

Aspect Partners’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 		– Sell
-4
Closed -$3.16K – 755
2026
Q1 		$3.16K Hold
4
– – ﹤0.01% 429
2025
Q4 		$2.21K Hold
4
– – ﹤0.01% 505
2025
Q3 		$2.64K Buy
+4
New +$2K ﹤0.01% 502

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Aspect Partners's UI Position: Q2 2026 in Review

Aspect Partners sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 4 shares — an estimated $3.16K sold.

Aspect Partners first reported a position in UI in Q3 2025 and held it in 3 quarters. The position peaked at $3.16K in Q1 2026. 45 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Aspect Partners reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 4 Ubiquiti shares in Q2 2026, an estimated $3.16K.
  • Aspect Partners first reported a position in Ubiquiti in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's Ubiquiti position peaked at $3.16K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.