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Cherry Tree Wealth Management’s Ubiquiti UI Stock Holding History

Cherry Tree Wealth Management’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 		$19.9K Sell
25
-50
-67% -$33.9K ﹤0.01% 355
2025
Q4 		$41.6K Buy
75
+25
+50% +$15.8K 0.01% 284
2025
Q3 		$33K Buy
+50
New +$25K 0.01% 290

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's UI Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Ubiquiti (UI) stake by 67% in Q1 2026, selling an estimated $33.9K and leaving 25 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Cherry Tree Wealth Management first reported a position in UI in Q3 2025 and has held it in 3 quarters since. The position peaked at $41.6K in Q4 2025. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Cherry Tree Wealth Management held 25 shares of Ubiquiti worth $19.9K as of Q1 2026.
  • Cherry Tree Wealth Management sold 50 Ubiquiti shares in Q1 2026, an estimated $33.9K.
  • Ubiquiti made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #355 holding.
  • Cherry Tree Wealth Management first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
  • Cherry Tree Wealth Management's Ubiquiti position peaked at $41.6K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.