Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Capstone Investment Advisors’s
Ubiquiti
UI
Stock Holding History
Capstone Investment Advisors’s Portfolio
UI Stock Details
UI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-420
Closed
-$277K
–
2068
2025
Q3
$277K
Sell
420
-143
-25%
-$71.4K
﹤0.01%
1683
2025
Q2
$232K
Buy
+563
New
+$205K
﹤0.01%
1492
2024
Q2
–
Sell
-17,215
Closed
-$1.99M
–
2489
2024
Q1
$1.99M
Buy
17,215
+11,239
+188%
+$1.38M
0.01%
782
2023
Q4
$834K
Buy
+5,976
New
+$728K
﹤0.01%
1127
2017
Q4
–
Sell
-7,000
Closed
-$392K
–
662
2017
Q3
$392K
Buy
+7,000
New
+$403K
0.01%
354
2017
Q1
–
Sell
-8,078
Closed
-$466K
–
1130
2016
Q4
$466K
Buy
+8,078
New
+$441K
0.01%
600
2016
Q3
–
Sell
-19,400
Closed
-$750K
–
918
2016
Q2
$750K
Buy
+19,400
New
+$720K
0.01%
408
Other funds holding UI
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
SIM
SW Investment Management
Telluride, Colorado
$451M AUM
79.06%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
LWM
Long Walk Management
Greenwich, Connecticut
$344M AUM
44.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close