DWP
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Daymark Wealth Partners’s Ubiquiti UI Stock Holding History

Daymark Wealth Partners’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 		$1.12M Sell
2,099
-152
-7% -$115K 0.03% 323
2026
Q1 		$1.78M Sell
2,251
-1,147
-34% -$779K 0.06% 226
2025
Q4 		$1.88M Hold
3,398
– – 0.06% 204
2025
Q3 		$2.24M Buy
3,398
+3
+0.1% +$1.5K 0.08% 177
2025
Q2 		$1.4M Buy
+3,395
New +$1.24M 0.05% 219

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

Daymark Wealth Partners's UI Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Ubiquiti (UI) stake by 6.8% in Q2 2026, selling an estimated $115K and leaving 2,099 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #323.

Daymark Wealth Partners first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.24M in Q3 2025. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Daymark Wealth Partners held 2,099 shares of Ubiquiti worth $1.12M as of Q2 2026.
  • Daymark Wealth Partners sold 152 Ubiquiti shares in Q2 2026, an estimated $115K.
  • Ubiquiti made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #323 holding.
  • Daymark Wealth Partners first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • Daymark Wealth Partners's Ubiquiti position peaked at $2.24M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.