CPIG
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Chicago Partners Investment Group’s Ubiquiti UI Stock Holding History

Chicago Partners Investment Group’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 		$345K Buy
+343
New +$233K 0.01% 1075
2018
Q4 		– Sell
-165
Closed -$14K – 886
2018
Q3 		$14K Hold
165
– – ﹤0.01% 750
2018
Q2 		$14K Hold
165
– – ﹤0.01% 735
2018
Q1 		$11K Buy
+165
New +$11.8K ﹤0.01% 763

Other funds holding UI

BlackRock
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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

Chicago Partners Investment Group's UI Position: Q1 2026 in Review

Chicago Partners Investment Group opened a new position in Ubiquiti (UI) in Q1 2026: 343 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in UI as recently as Q3 2018.

Chicago Partners Investment Group first reported a position in UI in Q1 2018 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Chicago Partners Investment Group held 343 shares of Ubiquiti worth $345K as of Q1 2026.
  • Ubiquiti was a new Chicago Partners Investment Group position in Q1 2026.
  • Ubiquiti made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1075 holding.
  • Chicago Partners Investment Group first reported a position in Ubiquiti in Q1 2018 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.