EF
UI icon

Empowered Funds’s Ubiquiti UI Stock Holding History

Empowered Funds’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 		$252K Hold
471
– – ﹤0.01% 1929
2026
Q1 		$372K Sell
471
-270
-36% -$183K ﹤0.01% 1740
2025
Q4 		$410K Buy
+741
New +$469K 0.01% 785
2024
Q4 		– Sell
-1,456
Closed -$323K – 1729
2024
Q3 		$323K Buy
+1,456
New +$266K 0.01% 1237
2019
Q2 		– Sell
-9,965
Closed -$1.49M – 118
2019
Q1 		$1.49M Buy
+9,965
New +$1.26M 0.53% 65

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

Empowered Funds's UI Position: Q2 2026 in Review

Empowered Funds held its Ubiquiti (UI) position steady in Q2 2026 at 471 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Empowered Funds first reported a position in UI in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.49M in Q1 2019. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Empowered Funds held 471 shares of Ubiquiti worth $252K as of Q2 2026.
  • Empowered Funds left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1929 holding.
  • Empowered Funds first reported a position in Ubiquiti in Q1 2019 and has held it in 5 quarters since.
  • Empowered Funds's Ubiquiti position peaked at $1.49M in Q1 2019.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.