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Atria Wealth Solutions’s Ubiquiti UI Stock Holding History

Atria Wealth Solutions’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
Q2 		$247K Buy
+600
New +$218K 0.01% 1257

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's UI Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Ubiquiti (UI) in Q2 2025: 600 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #1257 among its holdings.

319 funds tracked by Wall St. Rank hold UI as of Q2 2025.

  • Atria Wealth Solutions held 600 shares of Ubiquiti worth $247K as of Q2 2025.
  • Ubiquiti was a new Atria Wealth Solutions position in Q2 2025.
  • Ubiquiti made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1257 holding.
  • 319 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.