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Edgestream Partners’s Ubiquiti UI Stock Holding History

Edgestream 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 		– Sell
-1,687
Closed -$934K – 1119
2025
Q4 		$934K Buy
1,687
+74
+5% +$46.8K 0.03% 710
2025
Q3 		$1.07M Sell
1,613
-7,645
-83% -$3.82M 0.03% 621
2025
Q2 		$3.81M Sell
9,258
-5,770
-38% -$2.1M 0.11% 363
2025
Q1 		$4.66M Buy
15,028
+4,770
+47% +$1.69M 0.16% 245
2024
Q4 		$3.4M Buy
10,258
+5,204
+103% +$1.57M 0.15% 277
2024
Q3 		$1.12M Buy
+5,054
New +$923K 0.05% 546
2024
Q1 		– Sell
-3,018
Closed -$421K – 1023
2023
Q4 		$421K Sell
3,018
-3,079
-51% -$375K 0.03% 651
2023
Q3 		$886K Buy
6,097
+1,232
+25% +$207K 0.07% 437
2023
Q2 		$855K Buy
+4,865
New +$982K 0.08% 393

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edgestream Partners's UI Position: Q1 2026 in Review

Edgestream Partners sold out of Ubiquiti (UI) in Q1 2026, closing a stake of 1,687 shares — an estimated $934K sold.

Edgestream Partners first reported a position in UI in Q2 2023 and held it in 9 quarters. The position peaked at $4.66M in Q1 2025. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Edgestream Partners reported no remaining Ubiquiti position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 1,687 Ubiquiti shares in Q1 2026, an estimated $934K.
  • Edgestream Partners first reported a position in Ubiquiti in Q2 2023 and held it in 9 quarters.
  • Edgestream Partners's Ubiquiti position peaked at $4.66M in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.