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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
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 $5.72T AUM 30.48% 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 $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

Concurrent Investment Advisors's UI Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Ubiquiti (UI) stake by 12% in Q1 2026, selling an estimated $820K and leaving 8,502 shares worth $6.72M. The position accounts for 0.07% of the portfolio, ranked #290.

Concurrent Investment Advisors first reported a position in UI in Q4 2025 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Concurrent Investment Advisors held 8,502 shares of Ubiquiti worth $6.72M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,207 Ubiquiti shares in Q1 2026, an estimated $820K.
  • Ubiquiti made up 0.07% of Concurrent Investment Advisors's portfolio in Q1 2026, its #290 holding.
  • Concurrent Investment Advisors first reported a position in Ubiquiti in Q4 2025 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.