Concurrent Investment Advisors
UI icon

Concurrent Investment Advisors’s Ubiquiti UI Stock Holding History

Concurrent Investment 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
Q2 		– Sell
-8,502
Closed -$6.72M – 2211
2026
Q1 		$6.72M Sell
8,502
-1,207
-12% -$820K 0.07% 290
2025
Q4 		$5.37M Buy
+9,709
New +$6.14M 0.06% 314

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
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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's UI Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 8,502 shares — an estimated $6.72M sold.

Concurrent Investment Advisors first reported a position in UI in Q4 2025 and held it in 2 quarters. The position peaked at $6.72M in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,502 Ubiquiti shares in Q2 2026, an estimated $6.72M.
  • Concurrent Investment Advisors first reported a position in Ubiquiti in Q4 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Ubiquiti position peaked at $6.72M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.