BWM
UI icon

Baron Wealth Management’s Ubiquiti UI Stock Holding History

Baron Wealth Management’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 		$392K Sell
734
-48
-6% -$36.2K 0.1% 151
2026
Q1 		$618K Sell
782
-156
-17% -$106K 0.18% 75
2025
Q4 		$519K Sell
938
-9
-1% -$5.69K 0.16% 96
2025
Q3 		$626K Buy
947
+20
+2% +$9.98K 0.21% 68
2025
Q2 		$382K Buy
+927
New +$338K 0.14% 115

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
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 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

Baron Wealth Management's UI Position: Q2 2026 in Review

Baron Wealth Management reduced its Ubiquiti (UI) stake by 6.1% in Q2 2026, selling an estimated $36.2K and leaving 734 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #151.

Baron Wealth Management first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $626K in Q3 2025. 38 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Baron Wealth Management held 734 shares of Ubiquiti worth $392K as of Q2 2026.
  • Baron Wealth Management sold 48 Ubiquiti shares in Q2 2026, an estimated $36.2K.
  • Ubiquiti made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Baron Wealth Management first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • Baron Wealth Management's Ubiquiti position peaked at $626K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.