FGG
UI icon

Financial Guidance Group’s Ubiquiti UI Stock Holding History

Financial Guidance 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
Q2 		– Sell
-274
Closed -$217K – 92
2026
Q1 		$217K Buy
+274
New +$186K 0.09% 87

Other funds holding UI

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CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Financial Guidance Group's UI Position: Q2 2026 in Review

Financial Guidance Group sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 274 shares — an estimated $217K sold.

Financial Guidance Group first reported a position in UI in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 97 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Financial Guidance Group reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Financial Guidance Group sold 274 Ubiquiti shares in Q2 2026, an estimated $217K.
  • Financial Guidance Group first reported a position in Ubiquiti in Q1 2026 and held it in 1 quarter.
  • Financial Guidance Group's Ubiquiti position peaked at $217K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.