ECM
UI icon

Evergreen Capital Management’s Ubiquiti UI Stock Holding History

Evergreen Capital 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 		$325K Buy
411
+10
+2% +$6.79K 0.01% 1069
2025
Q4 		$222K Hold
401
– – 0.01% 1241
2025
Q3 		$265K Buy
+401
New +$200K 0.01% 1063

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

Evergreen Capital Management's UI Position: Q1 2026 in Review

Evergreen Capital Management increased its Ubiquiti (UI) stake by 2.5% in Q1 2026, buying an estimated $6.79K and bringing the position to 411 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #1069.

Evergreen Capital Management first reported a position in UI in Q3 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Evergreen Capital Management held 411 shares of Ubiquiti worth $325K as of Q1 2026.
  • Evergreen Capital Management bought 10 Ubiquiti shares in Q1 2026, an estimated $6.79K.
  • Ubiquiti made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1069 holding.
  • Evergreen Capital Management first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.