Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Ubiquiti UI Stock Holding History

Cambridge Investment Research 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
Q1 		$268K Buy
+339
New +$230K ﹤0.01% 3394
2023
Q2 		– Sell
-1,236
Closed -$336K – 3294
2023
Q1 		$336K Sell
1,236
-689
-36% -$191K ﹤0.01% 2392
2022
Q4 		$527K Sell
1,925
-14
-0.7% -$4.17K ﹤0.01% 1972
2022
Q3 		$569K Sell
1,939
-136
-7% -$40.1K ﹤0.01% 1856
2022
Q2 		$515K Sell
2,075
-7
-0.3% -$1.86K ﹤0.01% 1941
2022
Q1 		$606K Sell
2,082
-1,046
-33% -$283K ﹤0.01% 1946
2021
Q4 		$959K Sell
3,128
-18
-0.6% -$5.48K ﹤0.01% 1607
2021
Q3 		$940K Sell
3,146
-79
-2% -$24.4K ﹤0.01% 1584
2021
Q2 		$1.01M Sell
3,225
-292
-8% -$85.5K ﹤0.01% 1530
2021
Q1 		$1.05M Buy
3,517
+1,285
+58% +$404K 0.01% 1408
2020
Q4 		$622K Buy
+2,232
New +$513K ﹤0.01% 1622
2020
Q3 		– Sell
-1,284
Closed -$224K – 2600
2020
Q2 		$224K Buy
+1,284
New +$215K ﹤0.01% 2106
2020
Q1 		– Sell
-1,851
Closed -$350K – 2479
2019
Q4 		$350K Buy
+1,851
New +$299K ﹤0.01% 1816
2019
Q3 		– Sell
-2,639
Closed -$347K – 2410
2019
Q2 		$347K Buy
2,639
+1,130
+75% +$164K ﹤0.01% 1664
2019
Q1 		$226K Buy
+1,509
New +$190K ﹤0.01% 1986

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors's UI Position: Q1 2026 in Review

Cambridge Investment Research Advisors opened a new position in Ubiquiti (UI) in Q1 2026: 339 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #3394 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in UI as recently as Q1 2023.

Cambridge Investment Research Advisors first reported a position in UI in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.05M in Q1 2021. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Cambridge Investment Research Advisors held 339 shares of Ubiquiti worth $268K as of Q1 2026.
  • Ubiquiti was a new Cambridge Investment Research Advisors position in Q1 2026.
  • Ubiquiti made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3394 holding.
  • Cambridge Investment Research Advisors first reported a position in Ubiquiti in Q1 2019 and has held it in 15 quarters since.
  • Cambridge Investment Research Advisors's Ubiquiti position peaked at $1.05M in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.