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Evelyn Partners Investment Management’s Ubiquiti UI Stock Holding History

Evelyn Partners Investment Management’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 		– Sell
-3
Closed -$1.66K – 424
2025
Q4 		$1.66K Hold
3
– – ﹤0.01% 392
2025
Q3 		$1.98K Hold
3
– – ﹤0.01% 384
2025
Q2 		$1.24K Hold
3
– – ﹤0.01% 390
2025
Q1 		$930 Sell
3
-4
-57% -$1.41K ﹤0.01% 400
2024
Q4 		$2.32K Buy
+7
New +$2.11K ﹤0.01% 391

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

Evelyn Partners Investment Management's UI Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of Ubiquiti (UI) in Q1 2026, closing a stake of 3 shares — an estimated $1.66K sold.

Evelyn Partners Investment Management first reported a position in UI in Q4 2024 and held it in 5 quarters. The position peaked at $2.32K in Q4 2024. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining Ubiquiti position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 3 Ubiquiti shares in Q1 2026, an estimated $1.66K.
  • Evelyn Partners Investment Management first reported a position in Ubiquiti in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management's Ubiquiti position peaked at $2.32K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.