Bell Investment Advisors’s Ubiquiti UI Stock Holding History

Bell Investment Advisors’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	$2.67K	Hold	5	–	–	﹤0.01%	1230
2026 Q1	$3.95K	Hold	5	–	–	﹤0.01%	1069
2025 Q4	$2.77K	Hold	5	–	–	﹤0.01%	1232
2025 Q3	$3.3K	Hold	5	–	–	﹤0.01%	1115
2025 Q2	$2.06K	Hold	5	–	–	﹤0.01%	1356
2025 Q1	$1.55K	Hold	5	–	–	﹤0.01%	1399
2024 Q4	$1.66K	Hold	5	–	–	﹤0.01%	1399
2024 Q3	$1.11K	Hold	5	–	–	﹤0.01%	1562
2024 Q2	$729	Hold	5	–	–	﹤0.01%	1687
2024 Q1	$580	Hold	5	–	–	﹤0.01%	1770
2023 Q4	$698	Sell	5 -5	-50%	-$609	﹤0.01%	1700
2023 Q3	$1.45K	Hold	10	–	–	﹤0.01%	1427
2023 Q2	$1.76K	Sell	10 -22	-69%	-$4.44K	﹤0.01%	1364
2023 Q1	$8.7K	Sell	32 -2	-6%	-$553	﹤0.01%	536
2022 Q4	$9.3K	Buy	34 +13	+62%	+$3.87K	﹤0.01%	511
2022 Q3	$6K	Buy	21 +7	+50%	+$2.06K	﹤0.01%	626
2022 Q2	$3K	Buy	+14	New	+$3.73K	﹤0.01%	1033
2021 Q4	$3K	Sell	10 -4	-29%	-$1.22K	﹤0.01%	1045
2021 Q3	$4K	Buy	+14	New	+$4.33K	﹤0.01%	834

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bell Investment Advisors's UI Position: Q2 2026 in Review

Bell Investment Advisors held its Ubiquiti (UI) position steady in Q2 2026 at 5 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Bell Investment Advisors first reported a position in UI in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.3K in Q4 2022. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Bell Investment Advisors held 5 shares of Ubiquiti worth $2.67K as of Q2 2026.
Bell Investment Advisors left its Ubiquiti share count unchanged in Q2 2026.
Ubiquiti made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1230 holding.
Bell Investment Advisors first reported a position in Ubiquiti in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Ubiquiti position peaked at $9.3K in Q4 2022.
356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.