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Atwood & Palmer’s Ubiquiti UI Stock Holding History

Atwood & Palmer’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 		$19.1K Sell
36
-175
-83% -$132K ﹤0.01% 330
2026
Q1 		$167K Hold
211
– – 0.01% 167
2025
Q4 		$117K Sell
211
-199
-49% -$126K 0.01% 176
2025
Q3 		$271K Sell
410
-250
-38% -$125K 0.02% 140
2025
Q2 		$271K Hold
660
– – 0.02% 136
2025
Q1 		$205K Buy
+660
New +$233K 0.01% 151

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
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Atwood & Palmer's UI Position: Q2 2026 in Review

Atwood & Palmer reduced its Ubiquiti (UI) stake by 83% in Q2 2026, selling an estimated $132K and leaving 36 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Atwood & Palmer first reported a position in UI in Q1 2025 and has held it in 6 quarters since. The position peaked at $271K in Q2 2025. 49 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Atwood & Palmer held 36 shares of Ubiquiti worth $19.1K as of Q2 2026.
  • Atwood & Palmer sold 175 Ubiquiti shares in Q2 2026, an estimated $132K.
  • Ubiquiti made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #330 holding.
  • Atwood & Palmer first reported a position in Ubiquiti in Q1 2025 and has held it in 6 quarters since.
  • Atwood & Palmer's Ubiquiti position peaked at $271K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.