CX Institutional
UI icon

CX Institutional’s Ubiquiti UI Stock Holding History

CX Institutional’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
Q3 		$51K Buy
+89
New +$49.9K ﹤0.01% 1014
2020
Q3 		– Sell
-6
Closed -$1K – 915
2020
Q2 		$1K Buy
+6
New +$1.01K ﹤0.01% 843
2019
Q3 		– Sell
-5
Closed -$1K – 944
2019
Q2 		$1K Buy
+5
New +$724 ﹤0.01% 909

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CX Institutional's UI Position: Q3 2026 in Review

CX Institutional opened a new position in Ubiquiti (UI) in Q3 2026: 89 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings. This is a return to the name: CX Institutional previously reported a position in UI as recently as Q2 2020.

CX Institutional first reported a position in UI in Q2 2019 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • CX Institutional held 89 shares of Ubiquiti worth $51K as of Q3 2026.
  • Ubiquiti was a new CX Institutional position in Q3 2026.
  • Ubiquiti made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1014 holding.
  • CX Institutional first reported a position in Ubiquiti in Q2 2019 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.