Corient Private Wealth
UI icon

Corient Private Wealth’s Ubiquiti UI Stock Holding History

Corient Private Wealth’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 		$3.11M Buy
5,819
+583
+11% +$440K ﹤0.01% 1101
2026
Q1 		$4.12M Buy
5,236
+428
+9% +$291K 0.01% 924
2025
Q4 		$2.66M Buy
4,808
+3,304
+220% +$2.09M ﹤0.01% 1018
2025
Q3 		$994K Sell
1,504
-228
-13% -$114K ﹤0.01% 1425
2025
Q2 		$713K Buy
1,732
+1,060
+158% +$386K ﹤0.01% 1515
2025
Q1 		$208K Buy
+672
New +$238K ﹤0.01% 2051

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 $3.37T 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

Corient Private Wealth's UI Position: Q2 2026 in Review

Corient Private Wealth increased its Ubiquiti (UI) stake by 11% in Q2 2026, buying an estimated $440K and bringing the position to 5,819 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Corient Private Wealth first reported a position in UI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.12M in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Corient Private Wealth held 5,819 shares of Ubiquiti worth $3.11M as of Q2 2026.
  • Corient Private Wealth bought 583 Ubiquiti shares in Q2 2026, an estimated $440K.
  • Ubiquiti made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1101 holding.
  • Corient Private Wealth first reported a position in Ubiquiti in Q1 2025 and has held it in 6 quarters since.
  • Corient Private Wealth's Ubiquiti position peaked at $4.12M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.