Empower Advisory Group
UI icon

Empower Advisory Group’s Ubiquiti UI Stock Holding History

Empower Advisory Group’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 		$221K Buy
413
+40
+11% +$30.2K ﹤0.01% 498
2026
Q1 		$295K Hold
373
– – ﹤0.01% 416
2025
Q4 		$206K Hold
373
– – ﹤0.01% 483
2025
Q3 		$246K Buy
+373
New +$186K ﹤0.01% 471

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
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Empower Advisory Group's UI Position: Q2 2026 in Review

Empower Advisory Group increased its Ubiquiti (UI) stake by 11% in Q2 2026, buying an estimated $30.2K and bringing the position to 413 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Empower Advisory Group first reported a position in UI in Q3 2025 and has held it in 4 quarters since. The position peaked at $295K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Empower Advisory Group held 413 shares of Ubiquiti worth $221K as of Q2 2026.
  • Empower Advisory Group bought 40 Ubiquiti shares in Q2 2026, an estimated $30.2K.
  • Ubiquiti made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #498 holding.
  • Empower Advisory Group first reported a position in Ubiquiti in Q3 2025 and has held it in 4 quarters since.
  • Empower Advisory Group's Ubiquiti position peaked at $295K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.