Creative Planning
UI icon

Creative Planning’s Ubiquiti UI Stock Holding History

Creative Planning’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
2016
Q3 		– Sell
-300
Closed -$1K – 4740
2016
Q2 		$1K Buy
+300
New +$11.1K ﹤0.01% 4218

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

Creative Planning's UI Position: Q2 2026 in Review

Creative Planning reduced its Ubiquiti (UI) stake by 19% in Q2 2026, selling an estimated $711K and leaving 3,971 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Creative Planning first reported a position in UI in Q4 2013 and has held it in 36 quarters since. The position peaked at $3.88M in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Creative Planning held 3,971 shares of Ubiquiti worth $2.12M as of Q2 2026.
  • Creative Planning sold 942 Ubiquiti shares in Q2 2026, an estimated $711K.
  • Ubiquiti made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2041 holding.
  • Creative Planning first reported a position in Ubiquiti in Q4 2013 and has held it in 36 quarters since.
  • Creative Planning's Ubiquiti position peaked at $3.88M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.