Creative Financial Designs’s Ubiquiti UI Stock Holding History

Creative Financial Designs’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	$790	Buy	+1	New	+$679	﹤0.01%	1936
2021 Q4	–	Sell	-14	Closed	-$4K	–	1445
2021 Q3	$4K	Hold	14	–	–	﹤0.01%	1217
2021 Q2	$4K	Hold	14	–	–	﹤0.01%	1241
2021 Q1	$4K	Hold	14	–	–	﹤0.01%	1123
2020 Q4	$4K	Hold	14	–	–	﹤0.01%	1049
2020 Q3	$2K	Hold	14	–	–	﹤0.01%	1113
2020 Q2	$2K	Buy	+14	New	+$2.35K	﹤0.01%	1054

Other funds holding UI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Financial Designs's UI Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Ubiquiti (UI) in Q1 2026: 1 share worth $790. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in UI as recently as Q3 2021.

Creative Financial Designs first reported a position in UI in Q2 2020 and has held it in 7 quarters since. The position peaked at $4K in Q3 2021. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

Creative Financial Designs held 1 share of Ubiquiti worth $790 as of Q1 2026.
Ubiquiti was a new Creative Financial Designs position in Q1 2026.
Ubiquiti made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1936 holding.
Creative Financial Designs first reported a position in Ubiquiti in Q2 2020 and has held it in 7 quarters since.
Creative Financial Designs's Ubiquiti position peaked at $4K in Q3 2021.
384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.