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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
Q3 		$14.3K Hold
25
– – ﹤0.01% 394
2026
Q2 		$13.4K Hold
25
– – ﹤0.01% 410
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Cherry Tree Wealth Management's UI Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Ubiquiti (UI) position steady in Q3 2026 at 25 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Cherry Tree Wealth Management first reported a position in UI in Q3 2025 and has held it in 5 quarters since. The position peaked at $41.6K in Q4 2025. 29 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Cherry Tree Wealth Management held 25 shares of Ubiquiti worth $14.3K as of Q3 2026.
  • Cherry Tree Wealth Management left its Ubiquiti share count unchanged in Q3 2026.
  • Ubiquiti made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #394 holding.
  • Cherry Tree Wealth Management first reported a position in Ubiquiti in Q3 2025 and has held it in 5 quarters since.
  • Cherry Tree Wealth Management's Ubiquiti position peaked at $41.6K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.