BC
UI icon

Burney Company’s Ubiquiti UI Stock Holding History

Burney Company’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 		$566K Hold
1,060
– – 0.02% 448
2026
Q1 		$838K Sell
1,060
-405
-28% -$275K 0.03% 360
2025
Q4 		$811K Buy
1,465
+405
+38% +$256K 0.03% 359
2025
Q3 		$700K Hold
1,060
– – 0.02% 367
2025
Q2 		$436K Hold
1,060
– – 0.01% 436
2025
Q1 		$329K Hold
1,060
– – 0.01% 480
2024
Q4 		$352K Hold
1,060
– – 0.01% 480
2024
Q3 		$235K Buy
+1,060
New +$194K 0.01% 567
2023
Q2 		– Sell
-1,060
Closed -$288K – 593
2023
Q1 		$288K Hold
1,060
– – 0.01% 496
2022
Q4 		$290K Hold
1,060
– – 0.01% 484
2022
Q3 		$311K Hold
1,060
– – 0.02% 472
2022
Q2 		$263K Hold
1,060
– – 0.01% 488
2022
Q1 		$309K Sell
1,060
-6
-0.6% -$1.62K 0.01% 489
2021
Q4 		$327K Hold
1,066
– – 0.01% 478
2021
Q3 		$318K Sell
1,066
-20
-2% -$6.18K 0.01% 468
2021
Q2 		$339K Sell
1,086
-188
-15% -$55K 0.02% 476
2021
Q1 		$380K Buy
+1,274
New +$401K 0.02% 445
2020
Q1 		– Sell
-3,245
Closed -$613K – 474
2019
Q4 		$613K Hold
3,245
– – 0.03% 320
2019
Q3 		$384K Sell
3,245
-45
-1% -$5.44K 0.02% 344
2019
Q2 		$433K Sell
3,290
-30
-0.9% -$4.34K 0.03% 341
2019
Q1 		$497K Sell
3,320
-1,502
-31% -$190K 0.03% 322
2018
Q4 		$479K Sell
4,822
-1,925
-29% -$190K 0.03% 310
2018
Q3 		$667K Sell
6,747
-1,359
-17% -$120K 0.04% 294
2018
Q2 		$687K Sell
8,106
-16,037
-66% -$1.26M 0.04% 286
2018
Q1 		$1.66M Sell
24,143
-32,855
-58% -$2.35M 0.1% 203
2017
Q4 		$4.05M Buy
56,998
+921
+2% +$59K 0.23% 131
2017
Q3 		$3.13M Buy
56,077
+10,541
+23% +$607K 0.2% 141
2017
Q2 		$2.35M Buy
+45,536
New +$2.25M 0.15% 154

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Burney Company's UI Position: Q2 2026 in Review

Burney Company held its Ubiquiti (UI) position steady in Q2 2026 at 1,060 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #448.

Burney Company first reported a position in UI in Q2 2017 and has held it in 28 quarters since. The position peaked at $4.05M in Q4 2017. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Burney Company held 1,060 shares of Ubiquiti worth $566K as of Q2 2026.
  • Burney Company left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up 0.02% of Burney Company's portfolio in Q2 2026, its #448 holding.
  • Burney Company first reported a position in Ubiquiti in Q2 2017 and has held it in 28 quarters since.
  • Burney Company's Ubiquiti position peaked at $4.05M in Q4 2017.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.