DOA
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D'Orazio & Associates’s Ubiquiti UI Stock Holding History

D'Orazio & Associates’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 		$260K Buy
+330
New +$224K 0.03% 229
2025
Q4 		– Sell
-353
Closed -$234K – 299
2025
Q3 		$234K Buy
+353
New +$176K 0.03% 228

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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

D'Orazio & Associates's UI Position: Q1 2026 in Review

D'Orazio & Associates opened a new position in Ubiquiti (UI) in Q1 2026: 330 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings. This is a return to the name: D'Orazio & Associates previously reported a position in UI as recently as Q3 2025.

D'Orazio & Associates first reported a position in UI in Q3 2025 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • D'Orazio & Associates held 330 shares of Ubiquiti worth $260K as of Q1 2026.
  • Ubiquiti was a new D'Orazio & Associates position in Q1 2026.
  • Ubiquiti made up 0.03% of D'Orazio & Associates's portfolio in Q1 2026, its #229 holding.
  • D'Orazio & Associates first reported a position in Ubiquiti in Q3 2025 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.