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
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

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SIM
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Morgan Stanley
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Goldman Sachs
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