bLong Financial’s Ubiquiti UI Stock Holding History

bLong Financial’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 Q1	$395K	Hold	500	–	–	0.3%	46
2025 Q4	$277K	Hold	500	–	–	0.19%	60
2025 Q3	$330K	Hold	500	–	–	0.23%	56
2025 Q2	$206K	Buy	+500	New	+$182K	0.16%	73

Other funds holding UI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

bLong Financial's UI Position: Q1 2026 in Review

bLong Financial held its Ubiquiti (UI) position steady in Q1 2026 at 500 shares worth $395K. The position accounts for 0.3% of the portfolio, ranked #46.

bLong Financial first reported a position in UI in Q2 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

bLong Financial held 500 shares of Ubiquiti worth $395K as of Q1 2026.
bLong Financial left its Ubiquiti share count unchanged in Q1 2026.
Ubiquiti made up 0.3% of bLong Financial's portfolio in Q1 2026, its #46 holding.
bLong Financial first reported a position in Ubiquiti in Q2 2025 and has held it in 4 quarters since.
384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on bLong Financial's 13F filing for Q1 2026, filed 21 Apr 2026.