EWA
UI icon

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
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
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