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Fiduciary Trust’s Ubiquiti UI Stock Holding History

Fiduciary Trust’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 		$267K Hold
500
– – ﹤0.01% 781
2026
Q1 		$395K Hold
500
– – ﹤0.01% 653
2025
Q4 		$277K Hold
500
– – ﹤0.01% 743
2025
Q3 		$330K Hold
500
– – ﹤0.01% 672
2025
Q2 		$206K Buy
+500
New +$182K ﹤0.01% 796

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fiduciary Trust's UI Position: Q2 2026 in Review

Fiduciary Trust held its Ubiquiti (UI) position steady in Q2 2026 at 500 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Fiduciary Trust first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $395K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Fiduciary Trust held 500 shares of Ubiquiti worth $267K as of Q2 2026.
  • Fiduciary Trust left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #781 holding.
  • Fiduciary Trust first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Trust's Ubiquiti position peaked at $395K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.