Elevation Wealth Partners
UI icon

Elevation Wealth Partners’s Ubiquiti UI Stock Holding History

Elevation 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
Q3 		$1.7K Sell
3
-16
-84% -$8.97K ﹤0.01% 1257
2026
Q2 		$10.1K Buy
19
+18
+1,800% +$13.6K ﹤0.01% 805
2026
Q1 		$791 Buy
+1
New +$679 ﹤0.01% 1016
2025
Q4 		– Sell
-1
Closed -$661 – 1025
2025
Q3 		$661 Buy
+1
New +$499 ﹤0.01% 788

Other funds holding UI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Elevation Wealth Partners's UI Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Ubiquiti (UI) stake by 84% in Q3 2026, selling an estimated $8.97K and leaving 3 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Elevation Wealth Partners first reported a position in UI in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q2 2026. 175 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Elevation Wealth Partners held 3 shares of Ubiquiti worth $1.7K as of Q3 2026.
  • Elevation Wealth Partners sold 16 Ubiquiti shares in Q3 2026, an estimated $8.97K.
  • Ubiquiti made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1257 holding.
  • Elevation Wealth Partners first reported a position in Ubiquiti in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Ubiquiti position peaked at $10.1K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.