Burney Company
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
Q3 		$602K Hold
1,060
– – 0.02% 432
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

Wealth Enhancement Advisory Services
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Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Burney Company's UI Position: Q3 2026 in Review

Burney Company held its Ubiquiti (UI) position steady in Q3 2026 at 1,060 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #432.

Burney Company first reported a position in UI in Q2 2017 and has held it in 29 quarters since. The position peaked at $4.05M in Q4 2017. 27 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Burney Company held 1,060 shares of Ubiquiti worth $602K as of Q3 2026.
  • Burney Company left its Ubiquiti share count unchanged in Q3 2026.
  • Ubiquiti made up 0.02% of Burney Company's portfolio in Q3 2026, its #432 holding.
  • Burney Company first reported a position in Ubiquiti in Q2 2017 and has held it in 29 quarters since.
  • Burney Company's Ubiquiti position peaked at $4.05M in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.