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
Q2 		– Sell
-343
Closed -$345K – 1688
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

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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

Chicago Partners Investment Group's UI Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 343 shares — an estimated $345K sold.

Chicago Partners Investment Group first reported a position in UI in Q1 2018 and held it in 4 quarters. The position peaked at $345K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 343 Ubiquiti shares in Q2 2026, an estimated $345K.
  • Chicago Partners Investment Group first reported a position in Ubiquiti in Q1 2018 and held it in 4 quarters.
  • Chicago Partners Investment Group's Ubiquiti position peaked at $345K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.