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Clearstead Advisors’s Ubiquiti UI Stock Holding History

Clearstead Advisors’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 		– Sell
-4
Closed -$2.21K – 2824
2025
Q4 		$2.21K Sell
4
-59
-94% -$37.3K ﹤0.01% 2128
2025
Q3 		$41.6K Hold
63
– – ﹤0.01% 1336
2025
Q2 		$25.9K Buy
63
+37
+142% +$13.5K ﹤0.01% 1518
2025
Q1 		$8.06K Buy
+26
New +$9.19K ﹤0.01% 1665
2023
Q4 		– Sell
-24
Closed -$3.49K – 1646
2023
Q3 		$3.49K Buy
+24
New +$4.03K ﹤0.01% 1309
2023
Q2 		– Sell
-22
Closed -$5.98K – 1446
2023
Q1 		$5.98K Hold
22
– – ﹤0.01% 1005
2022
Q4 		$6.02K Hold
22
– – ﹤0.01% 966
2022
Q3 		$6K Buy
+22
New +$6.49K ﹤0.01% 962

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Clearstead Advisors's UI Position: Q1 2026 in Review

Clearstead Advisors sold out of Ubiquiti (UI) in Q1 2026, closing a stake of 4 shares — an estimated $2.21K sold.

Clearstead Advisors first reported a position in UI in Q3 2022 and held it in 8 quarters. The position peaked at $41.6K in Q3 2025. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Clearstead Advisors reported no remaining Ubiquiti position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 4 Ubiquiti shares in Q1 2026, an estimated $2.21K.
  • Clearstead Advisors first reported a position in Ubiquiti in Q3 2022 and held it in 8 quarters.
  • Clearstead Advisors's Ubiquiti position peaked at $41.6K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.