EverSource Wealth Advisors’s Ubiquiti UI Stock Holding History

EverSource Wealth Advisors’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	$51.8K	Sell	97 -48	-33%	-$36.2K	﹤0.01%	1761
2026 Q1	$115K	Buy	145 +25	+21%	+$17K	﹤0.01%	1351
2025 Q4	$66.4K	Sell	120 -22	-15%	-$13.9K	﹤0.01%	1556
2025 Q3	$93.8K	Buy	142 +34	+31%	+$17K	﹤0.01%	1318
2025 Q2	$44.5K	Sell	108 -14	-11%	-$5.1K	﹤0.01%	1699
2025 Q1	$37.8K	Buy	122 +46	+61%	+$16.3K	﹤0.01%	1378
2024 Q4	$25.2K	Buy	76 +15	+25%	+$4.52K	﹤0.01%	1505
2024 Q3	$13.5K	Buy	61 +16	+36%	+$2.92K	﹤0.01%	1702
2024 Q2	$8.35K	Hold	45	–	–	﹤0.01%	1948
2024 Q1	$4.84K	Sell	45 -55	-55%	-$6.75K	﹤0.01%	2068
2023 Q4	$14K	Buy	+100	New	+$12.2K	﹤0.01%	1411

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EverSource Wealth Advisors's UI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ubiquiti (UI) stake by 33% in Q2 2026, selling an estimated $36.2K and leaving 97 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

EverSource Wealth Advisors first reported a position in UI in Q4 2023 and has held it in 11 quarters since. The position peaked at $115K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

EverSource Wealth Advisors held 97 shares of Ubiquiti worth $51.8K as of Q2 2026.
EverSource Wealth Advisors sold 48 Ubiquiti shares in Q2 2026, an estimated $36.2K.
Ubiquiti made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1761 holding.
EverSource Wealth Advisors first reported a position in Ubiquiti in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Ubiquiti position peaked at $115K in Q1 2026.
356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.