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
Q2 		$752K Buy
1,409
+1,203
+584% +$908K 0.18% 77
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 $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

Financial Perspectives's UI Position: Q2 2026 in Review

Financial Perspectives increased its Ubiquiti (UI) stake by 584% in Q2 2026, buying an estimated $908K and bringing the position to 1,409 shares worth $752K. The position accounts for 0.18% of the portfolio, ranked #77.

Financial Perspectives first reported a position in UI in Q2 2024 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Financial Perspectives held 1,409 shares of Ubiquiti worth $752K as of Q2 2026.
  • Financial Perspectives bought 1,203 Ubiquiti shares in Q2 2026, an estimated $908K.
  • Ubiquiti made up 0.18% of Financial Perspectives's portfolio in Q2 2026, its #77 holding.
  • Financial Perspectives first reported a position in Ubiquiti in Q2 2024 and has held it in 9 quarters since.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.