Capital World Investors
UI icon

Capital World Investors’s Ubiquiti UI Stock Holding History

Capital World Investors’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 		$60.8M Buy
113,839
+6,224
+6% +$4.7M 0.01% 465
2026
Q1 		$85M Buy
107,615
+7,559
+8% +$5.13M 0.01% 402
2025
Q4 		$55.4M Buy
100,056
+13,970
+16% +$8.84M 0.01% 405
2025
Q3 		$56.9M Buy
86,086
+65,386
+316% +$32.6M 0.01% 397
2025
Q2 		$8.52M Hold
20,700
– – ﹤0.01% 505
2025
Q1 		$6.42M Buy
+20,700
New +$7.32M ﹤0.01% 496

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors's UI Position: Q2 2026 in Review

Capital World Investors increased its Ubiquiti (UI) stake by 5.8% in Q2 2026, buying an estimated $4.7M and bringing the position to 113,839 shares worth $60.8M. The position accounts for 0.01% of the portfolio, ranked #465.

Capital World Investors first reported a position in UI in Q1 2025 and has held it in 6 quarters since. The position peaked at $85M in Q1 2026. 278 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Capital World Investors held 113,839 shares of Ubiquiti worth $60.8M as of Q2 2026.
  • Capital World Investors bought 6,224 Ubiquiti shares in Q2 2026, an estimated $4.7M.
  • Ubiquiti made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #465 holding.
  • Capital World Investors first reported a position in Ubiquiti in Q1 2025 and has held it in 6 quarters since.
  • Capital World Investors's Ubiquiti position peaked at $85M in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.