Evolve Private Wealth’s Ubiquiti UI Stock Holding History

Evolve Private Wealth’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	–	Sell	-334	Closed	-$264K	–	1220
2026 Q1	$264K	Buy	+334	New	+$227K	0.01%	831

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's UI Position: Q2 2026 in Review

Evolve Private Wealth sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 334 shares — an estimated $264K sold.

Evolve Private Wealth first reported a position in UI in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Evolve Private Wealth reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 334 Ubiquiti shares in Q2 2026, an estimated $264K.
Evolve Private Wealth first reported a position in Ubiquiti in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's Ubiquiti position peaked at $264K in Q1 2026.
357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.