AB
UI icon

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
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 $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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return