Atwood & Palmer
UI icon

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
Q3 		$20.4K Hold
36
– – ﹤0.01% 342
2026
Q2 		$19.1K Sell
36
-175
-83% -$132K ﹤0.01% 330
2026
Q1 		$167K Hold
211
– – 0.01% 167
2025
Q4 		$116K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Atwood & Palmer's UI Position: Q3 2026 in Review

Atwood & Palmer held its Ubiquiti (UI) position steady in Q3 2026 at 36 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Atwood & Palmer first reported a position in UI in Q1 2025 and has held it in 7 quarters since. The position peaked at $271K in Q2 2025. 175 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Atwood & Palmer held 36 shares of Ubiquiti worth $20.4K as of Q3 2026.
  • Atwood & Palmer left its Ubiquiti share count unchanged in Q3 2026.
  • Ubiquiti made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #342 holding.
  • Atwood & Palmer first reported a position in Ubiquiti in Q1 2025 and has held it in 7 quarters since.
  • Atwood & Palmer's Ubiquiti position peaked at $271K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.