EP
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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
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

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

Essential Partners's UI Position: Q2 2026 in Review

Essential Partners reduced its Ubiquiti (UI) stake by 91% in Q2 2026, selling an estimated $297K and leaving 39 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #887.

Essential Partners first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $342K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Essential Partners held 39 shares of Ubiquiti worth $20.8K as of Q2 2026.
  • Essential Partners sold 394 Ubiquiti shares in Q2 2026, an estimated $297K.
  • Ubiquiti made up 0.01% of Essential Partners's portfolio in Q2 2026, its #887 holding.
  • Essential Partners first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Ubiquiti position peaked at $342K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.