DWP
UI icon

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
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

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SIM
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AQR Capital Management
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Wealth Enhancement Advisory Services
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return