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Atlas Brown’s Ubiquiti UI Stock Holding History

Atlas Brown’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
Q3 		$900K Buy
1,585
+200
+14% +$112K 0.24% 100
2026
Q2 		$740K Sell
1,385
-40
-3% -$30.2K 0.2% 113
2026
Q1 		$1.13M Hold
1,425
– – 0.34% 79
2025
Q4 		$789K Sell
1,425
-25
-2% -$15.8K 0.23% 95
2025
Q3 		$958K Sell
1,450
-10
-0.7% -$4.99K 0.28% 88
2025
Q2 		$601K Hold
1,460
– – 0.19% 108
2025
Q1 		$453K Buy
1,460
+100
+7% +$35.4K 0.16% 132
2024
Q4 		$451K Hold
1,360
– – 0.15% 130
2024
Q3 		$302K Buy
+1,360
New +$248K 0.1% 167

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Atlas Brown's UI Position: Q3 2026 in Review

Atlas Brown increased its Ubiquiti (UI) stake by 14% in Q3 2026, buying an estimated $112K and bringing the position to 1,585 shares worth $900K. The position accounts for 0.24% of the portfolio, ranked #100.

Atlas Brown first reported a position in UI in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q1 2026. 26 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Atlas Brown held 1,585 shares of Ubiquiti worth $900K as of Q3 2026.
  • Atlas Brown bought 200 Ubiquiti shares in Q3 2026, an estimated $112K.
  • Ubiquiti made up 0.24% of Atlas Brown's portfolio in Q3 2026, its #100 holding.
  • Atlas Brown first reported a position in Ubiquiti in Q3 2024 and has held it in 9 quarters since.
  • Atlas Brown's Ubiquiti position peaked at $1.13M in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.