Atlantic Edge Private Wealth Management’s Ubiquiti UI Stock Holding History

Atlantic Edge Private Wealth 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
2026 Q2	$6.94K	Sell	13 -2	-13%	-$1.51K	﹤0.01%	465
2026 Q1	$11.9K	Buy	15 +5	+50%	+$3.4K	﹤0.01%	371
2025 Q4	$5.53K	Hold	10	–	–	﹤0.01%	448
2025 Q3	$6.61K	Hold	10	–	–	﹤0.01%	411
2025 Q2	$4.12K	Hold	10	–	–	﹤0.01%	431
2025 Q1	$3.1K	Hold	10	–	–	﹤0.01%	435
2024 Q4	$3.32K	Hold	10	–	–	﹤0.01%	418
2024 Q3	$2.22K	Hold	10	–	–	﹤0.01%	441
2024 Q2	$1.46K	Hold	10	–	–	﹤0.01%	439
2024 Q1	$1.16K	Hold	10	–	–	﹤0.01%	453
2023 Q4	$1.4K	Buy	+10	New	+$1.22K	﹤0.01%	428

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Ubiquiti (UI) stake by 13% in Q2 2026, selling an estimated $1.51K and leaving 13 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Atlantic Edge Private Wealth Management first reported a position in UI in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Atlantic Edge Private Wealth Management held 13 shares of Ubiquiti worth $6.94K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 2 Ubiquiti shares in Q2 2026, an estimated $1.51K.
Ubiquiti made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #465 holding.
Atlantic Edge Private Wealth Management first reported a position in Ubiquiti in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Ubiquiti position peaked at $11.9K in Q1 2026.
356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.