EWP
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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Elevation Wealth Partners increased its Ubiquiti (UI) stake by 1,800% in Q2 2026, buying an estimated $13.6K and bringing the position to 19 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Elevation Wealth Partners first reported a position in UI in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Elevation Wealth Partners held 19 shares of Ubiquiti worth $10.1K as of Q2 2026.
  • Elevation Wealth Partners bought 18 Ubiquiti shares in Q2 2026, an estimated $13.6K.
  • Ubiquiti made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #805 holding.
  • Elevation Wealth Partners first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.