FP
UI icon

Financial Perspectives’s Ubiquiti UI Stock Holding History

Financial Perspectives’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
Q1 		$163K Hold
206
– – 0.05% 184
2025
Q4 		$114K Hold
206
– – 0.03% 218
2025
Q3 		$136K Hold
206
– – 0.04% 206
2025
Q2 		$84.8K Buy
206
+37
+22% +$13.5K 0.03% 243
2025
Q1 		$52.4K Hold
169
– – 0.02% 294
2024
Q4 		$56.1K Buy
169
+102
+152% +$30.7K 0.02% 281
2024
Q3 		$14.9K Hold
67
– – 0.01% 430
2024
Q2 		$9.76K Buy
+67
New +$8.6K ﹤0.01% 466

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Perspectives's UI Position: Q1 2026 in Review

Financial Perspectives held its Ubiquiti (UI) position steady in Q1 2026 at 206 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #184.

Financial Perspectives first reported a position in UI in Q2 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Financial Perspectives held 206 shares of Ubiquiti worth $163K as of Q1 2026.
  • Financial Perspectives left its Ubiquiti share count unchanged in Q1 2026.
  • Ubiquiti made up 0.05% of Financial Perspectives's portfolio in Q1 2026, its #184 holding.
  • Financial Perspectives first reported a position in Ubiquiti in Q2 2024 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.