EWA
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EP Wealth Advisors’s Ubiquiti UI Stock Holding History

EP Wealth Advisors’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 		$226K Buy
+286
New +$194K ﹤0.01% 1339

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EP Wealth Advisors's UI Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Ubiquiti (UI) in Q1 2026: 286 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings.

384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • EP Wealth Advisors held 286 shares of Ubiquiti worth $226K as of Q1 2026.
  • Ubiquiti was a new EP Wealth Advisors position in Q1 2026.
  • Ubiquiti made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1339 holding.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.