Financial Management Professionals’s Ubiquiti UI Stock Holding History

Financial Management Professionals’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	$5.34K	Hold	10	–	–	﹤0.01%	678
2026 Q1	$7.9K	Hold	10	–	–	﹤0.01%	568
2025 Q4	$5.53K	Hold	10	–	–	﹤0.01%	615
2025 Q3	$6.61K	Hold	10	–	–	﹤0.01%	569
2025 Q2	$4.12K	Hold	10	–	–	﹤0.01%	654
2025 Q1	$3.1K	Hold	10	–	–	﹤0.01%	688
2024 Q4	$3.32K	Hold	10	–	–	﹤0.01%	672
2024 Q3	$2K	Hold	10	–	–	﹤0.01%	769
2024 Q2	$1K	Hold	10	–	–	﹤0.01%	863
2024 Q1	$1K	Hold	10	–	–	﹤0.01%	914
2023 Q4	$1K	Hold	10	–	–	﹤0.01%	900
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	843
2023 Q2	$2K	Hold	10	–	–	﹤0.01%	772
2023 Q1	$3K	Hold	10	–	–	﹤0.01%	779
2022 Q4	$3K	Hold	10	–	–	﹤0.01%	709
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	706
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	785
2022 Q1	$3K	Buy	10 +2	+25%	+$540	﹤0.01%	741
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	758
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	749
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	712
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	599
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	572
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	586
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	581
2020 Q1	$1K	Buy	+8	New	+$1.22K	﹤0.01%	290

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

Financial Management Professionals's UI Position: Q2 2026 in Review

Financial Management Professionals held its Ubiquiti (UI) position steady in Q2 2026 at 10 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Financial Management Professionals first reported a position in UI in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.9K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Financial Management Professionals held 10 shares of Ubiquiti worth $5.34K as of Q2 2026.
Financial Management Professionals left its Ubiquiti share count unchanged in Q2 2026.
Ubiquiti made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #678 holding.
Financial Management Professionals first reported a position in Ubiquiti in Q1 2020 and has held it in 26 quarters since.
Financial Management Professionals's Ubiquiti position peaked at $7.9K in Q1 2026.
357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.