EP
UI icon

Essential Partners’s Ubiquiti UI Stock Holding History

Essential 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 		$22.1K Hold
39
– – 0.01% 875
2026
Q2 		$20.8K Sell
39
-394
-91% -$297K 0.01% 887
2026
Q1 		$342K Hold
433
– – 0.12% 200
2025
Q4 		$240K Sell
433
-2
-0.5% -$1.26K 0.07% 284
2025
Q3 		$287K Buy
435
+2
+0.5% +$998 0.09% 254
2025
Q2 		$178K Buy
+433
New +$158K 0.07% 292

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Essential Partners's UI Position: Q3 2026 in Review

Essential Partners held its Ubiquiti (UI) position steady in Q3 2026 at 39 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #875.

Essential Partners first reported a position in UI in Q2 2025 and has held it in 6 quarters since. The position peaked at $342K in Q1 2026. 28 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Essential Partners held 39 shares of Ubiquiti worth $22.1K as of Q3 2026.
  • Essential Partners left its Ubiquiti share count unchanged in Q3 2026.
  • Ubiquiti made up 0.01% of Essential Partners's portfolio in Q3 2026, its #875 holding.
  • Essential Partners first reported a position in Ubiquiti in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Ubiquiti position peaked at $342K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.