Fairman Group
UI icon

Fairman Group’s Ubiquiti UI Stock Holding History

Fairman Group’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
Q3 		$213K Hold
375
– – 0.15% 58
2026
Q2 		$200K Hold
375
– – 0.16% 59
2026
Q1 		$296K Hold
375
– – 0.25% 45
2025
Q4 		$208K Hold
375
– – 0.17% 54
2025
Q3 		$248K Hold
375
– – 0.2% 48
2025
Q2 		$154K Hold
375
– – 0.13% 61
2025
Q1 		$124K Hold
375
– – 0.11% 67
2024
Q4 		$124K Hold
375
– – 0.1% 75
2024
Q3 		$83.1K Hold
375
– – 0.08% 89
2024
Q2 		$54.6K Hold
375
– – 0.06% 104
2024
Q1 		$43.4K Hold
375
– – 0.04% 106
2023
Q4 		$52.3K Buy
+375
New +$45.7K 0.05% 99

Other funds holding UI

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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Bright Rock Capital Management
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fairman Group's UI Position: Q3 2026 in Review

Fairman Group held its Ubiquiti (UI) position steady in Q3 2026 at 375 shares worth $213K. The position accounts for 0.15% of the portfolio, ranked #58.

Fairman Group first reported a position in UI in Q4 2023 and has held it in 12 quarters since. The position peaked at $296K in Q1 2026. 112 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Fairman Group held 375 shares of Ubiquiti worth $213K as of Q3 2026.
  • Fairman Group left its Ubiquiti share count unchanged in Q3 2026.
  • Ubiquiti made up 0.15% of Fairman Group's portfolio in Q3 2026, its #58 holding.
  • Fairman Group first reported a position in Ubiquiti in Q4 2023 and has held it in 12 quarters since.
  • Fairman Group's Ubiquiti position peaked at $296K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.