Cerity Partners
UI icon

Cerity Partners’s Ubiquiti UI Stock Holding History

Cerity Partners’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 		$976K Sell
1,828
-506
-22% -$382K ﹤0.01% 2022
2026
Q1 		$1.84M Buy
2,334
+700
+43% +$475K ﹤0.01% 1532
2025
Q4 		$904K Sell
1,634
-308
-16% -$195K ﹤0.01% 1762
2025
Q3 		$1.28M Buy
1,942
+361
+23% +$180K ﹤0.01% 1483
2025
Q2 		$651K Sell
1,581
-95
-6% -$34.6K ﹤0.01% 1733
2025
Q1 		$520K Buy
1,676
+307
+22% +$109K ﹤0.01% 1734
2024
Q4 		$414K Buy
1,369
+161
+13% +$48.5K ﹤0.01% 1877
2024
Q3 		$268K Buy
+1,208
New +$221K ﹤0.01% 2135
2018
Q3 		– Sell
-3,041
Closed -$258K – 561
2018
Q2 		$258K Buy
+3,041
New +$238K 0.02% 454
2018
Q1 		– Sell
-3,054
Closed -$217K – 583
2017
Q4 		$217K Buy
+3,054
New +$196K 0.01% 517

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
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cerity Partners's UI Position: Q2 2026 in Review

Cerity Partners reduced its Ubiquiti (UI) stake by 22% in Q2 2026, selling an estimated $382K and leaving 1,828 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Cerity Partners first reported a position in UI in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.84M in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Cerity Partners held 1,828 shares of Ubiquiti worth $976K as of Q2 2026.
  • Cerity Partners sold 506 Ubiquiti shares in Q2 2026, an estimated $382K.
  • Ubiquiti made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2022 holding.
  • Cerity Partners first reported a position in Ubiquiti in Q4 2017 and has held it in 10 quarters since.
  • Cerity Partners's Ubiquiti position peaked at $1.84M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.