CPC
UI icon

CFC Planning Company’s Ubiquiti UI Stock Holding History

CFC Planning Company’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 		$258K Sell
326
-89
-21% -$60.4K 0.18% 56
2025
Q4 		$230K Buy
415
+38
+10% +$24K 0.17% 67
2025
Q3 		$249K Buy
+377
New +$188K 0.2% 65

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

CFC Planning Company's UI Position: Q1 2026 in Review

CFC Planning Company reduced its Ubiquiti (UI) stake by 21% in Q1 2026, selling an estimated $60.4K and leaving 326 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #56.

CFC Planning Company first reported a position in UI in Q3 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • CFC Planning Company held 326 shares of Ubiquiti worth $258K as of Q1 2026.
  • CFC Planning Company sold 89 Ubiquiti shares in Q1 2026, an estimated $60.4K.
  • Ubiquiti made up 0.18% of CFC Planning Company's portfolio in Q1 2026, its #56 holding.
  • CFC Planning Company first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.