FFA
UI icon

Farther Finance Advisors’s Ubiquiti UI Stock Holding History

Farther Finance 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 		$42.7K Sell
80
-23
-22% -$17.4K ﹤0.01% 3370
2026
Q1 		$84.7K Sell
103
-83
-45% -$56.4K ﹤0.01% 2623
2025
Q4 		$103K Buy
186
+119
+178% +$75.3K ﹤0.01% 2329
2025
Q3 		$44.3K Sell
67
-36
-35% -$18K ﹤0.01% 2518
2025
Q2 		$42.4K Sell
103
-1
-1% -$364 ﹤0.01% 2212
2025
Q1 		$32.3K Sell
104
-18
-15% -$6.36K ﹤0.01% 2126
2024
Q4 		$40.5K Buy
122
+39
+47% +$11.7K ﹤0.01% 1767
2024
Q3 		$18.4K Buy
83
+76
+1,086% +$13.9K ﹤0.01% 2120
2024
Q2 		$1.03K Hold
7
– – ﹤0.01% 3070
2024
Q1 		$806 Buy
7
+2
+40% +$245 ﹤0.01% 2850
2023
Q4 		$698 Hold
5
– – ﹤0.01% 2858
2023
Q3 		$727 Sell
5
-1
-17% -$168 ﹤0.01% 2164
2023
Q2 		$1.05K Buy
6
+1
+20% +$202 ﹤0.01% 1961
2023
Q1 		$1.36K Hold
5
– – ﹤0.01% 1765
2022
Q4 		$1.37K Buy
+5
New +$1.49K ﹤0.01% 1570

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Farther Finance Advisors's UI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Ubiquiti (UI) stake by 22% in Q2 2026, selling an estimated $17.4K and leaving 80 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

Farther Finance Advisors first reported a position in UI in Q4 2022 and has held it in 15 quarters since. The position peaked at $103K in Q4 2025. 38 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Farther Finance Advisors held 80 shares of Ubiquiti worth $42.7K as of Q2 2026.
  • Farther Finance Advisors sold 23 Ubiquiti shares in Q2 2026, an estimated $17.4K.
  • Ubiquiti made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3370 holding.
  • Farther Finance Advisors first reported a position in Ubiquiti in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Ubiquiti position peaked at $103K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.