CFD
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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
Q2 		$534 Hold
1
– – ﹤0.01% 2125
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
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

Creative Financial Designs's UI Position: Q2 2026 in Review

Creative Financial Designs held its Ubiquiti (UI) position steady in Q2 2026 at 1 share worth $534. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Creative Financial Designs first reported a position in UI in Q2 2020 and has held it in 8 quarters since. The position peaked at $4K in Q3 2021. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Creative Financial Designs held 1 share of Ubiquiti worth $534 as of Q2 2026.
  • Creative Financial Designs left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2125 holding.
  • Creative Financial Designs first reported a position in Ubiquiti in Q2 2020 and has held it in 8 quarters since.
  • Creative Financial Designs's Ubiquiti position peaked at $4K in Q3 2021.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.