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Atria Investments’s Ubiquiti UI Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-569
Closed -$234K – 2149
2025
Q2 		$234K Buy
+569
New +$207K ﹤0.01% 1834
2025
Q1 		– Sell
-820
Closed -$272K – 2003
2024
Q4 		$272K Sell
820
-126
-13% -$37.9K ﹤0.01% 1640
2024
Q3 		$210K Buy
+946
New +$173K ﹤0.01% 1805

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

Atria Investments's UI Position: Q3 2025 in Review

Atria Investments sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 569 shares — an estimated $234K sold.

Atria Investments first reported a position in UI in Q3 2024 and held it in 3 quarters. The position peaked at $272K in Q4 2024. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • Atria Investments reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 569 Ubiquiti shares in Q3 2025, an estimated $234K.
  • Atria Investments first reported a position in Ubiquiti in Q3 2024 and held it in 3 quarters.
  • Atria Investments's Ubiquiti position peaked at $272K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.