BCM
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Brookstone Capital Management’s Ubiquiti UI Stock Holding History

Brookstone Capital 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 		– Sell
-782
Closed -$618K – 1372
2026
Q1 		$618K Buy
+782
New +$531K 0.01% 803

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

Brookstone Capital Management's UI Position: Q2 2026 in Review

Brookstone Capital Management sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 782 shares — an estimated $618K sold.

Brookstone Capital Management first reported a position in UI in Q1 2026 and held it in 1 quarter. The position peaked at $618K in Q1 2026. 38 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Brookstone Capital Management reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Brookstone Capital Management sold 782 Ubiquiti shares in Q2 2026, an estimated $618K.
  • Brookstone Capital Management first reported a position in Ubiquiti in Q1 2026 and held it in 1 quarter.
  • Brookstone Capital Management's Ubiquiti position peaked at $618K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.