CMA
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Cedar Mountain Advisors’s Ubiquiti UI Stock Holding History

Cedar Mountain 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
Q2 		$6.94K Hold
13
– – ﹤0.01% 598
2026
Q1 		$10.3K Buy
+13
New +$8.83K ﹤0.01% 454

Other funds holding UI

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SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Cedar Mountain Advisors's UI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Ubiquiti (UI) position steady in Q2 2026 at 13 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Cedar Mountain Advisors first reported a position in UI in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.3K in Q1 2026. 48 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Cedar Mountain Advisors held 13 shares of Ubiquiti worth $6.94K as of Q2 2026.
  • Cedar Mountain Advisors left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #598 holding.
  • Cedar Mountain Advisors first reported a position in Ubiquiti in Q1 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's Ubiquiti position peaked at $10.3K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.